Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.17%
3 year
17.58%
5 year
5.31%
10 year
8.56%
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.)
19.46%
Sharpe
0.71
Sortino
1.18
Max drawdown
-28.88%
Best month
16.26%
Worst month
-11.09%
Beta vs VTSAX
1.41
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.