Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.14%
3 year
8.77%
5 year
7.27%
10 year
7.60%
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
81 months through March 31, 2026Volatility (ann.)
26.15%
Sharpe
0.71
Sortino
1.41
Max drawdown
-48.07%
Best month
18.15%
Worst month
-29.19%
Beta vs VTSAX
1.44
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.