Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.89%
3 year
13.27%
5 year
9.63%
10 year
9.48%
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.)
16.27%
Sharpe
0.79
Sortino
1.43
Max drawdown
-23.05%
Best month
14.14%
Worst month
-10.00%
Beta vs VTSAX
1.14
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.