Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.05%
3 year
22.05%
5 year
6.19%
10 year
11.92%
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
75 months through March 31, 2026Volatility (ann.)
16.26%
Sharpe
0.75
Sortino
1.36
Max drawdown
-41.18%
Best month
14.35%
Worst month
-12.95%
Beta vs VTSAX
1.12
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.