Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.66%
3 year
13.08%
5 year
1.47%
10 year
8.56%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
80 months through March 31, 2026Volatility (ann.)
17.42%
Sharpe
0.66
Sortino
1.09
Max drawdown
-33.69%
Best month
15.63%
Worst month
-18.23%
Beta vs VTSAX
1.30
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.