Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.88%
3 year
17.70%
5 year
5.81%
10 year
11.59%
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.)
17.85%
Sharpe
0.67
Sortino
1.24
Max drawdown
-34.59%
Best month
13.34%
Worst month
-12.95%
Beta vs VTSAX
1.28
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.