Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.50%
3 year
17.51%
5 year
6.73%
10 year
12.23%
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.)
17.72%
Sharpe
0.70
Sortino
1.27
Max drawdown
-31.17%
Best month
13.10%
Worst month
-12.71%
Beta vs VTSAX
1.27
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.