Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.80%
3 year
10.78%
5 year
9.34%
10 year
8.66%
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.)
17.94%
Sharpe
0.69
Sortino
1.25
Max drawdown
-21.88%
Best month
19.98%
Worst month
-10.04%
Beta vs VTSAX
1.14
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.