Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.39%
3 year
11.34%
5 year
10.82%
10 year
10.47%
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.)
16.93%
Sharpe
0.64
Sortino
1.14
Max drawdown
-35.10%
Best month
16.56%
Worst month
-24.22%
Beta vs VTSAX
1.13
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.