Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.19%
3 year
11.50%
5 year
14.83%
10 year
13.53%
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.)
15.28%
Sharpe
0.64
Sortino
1.09
Max drawdown
-22.48%
Best month
10.48%
Worst month
-10.00%
Beta vs VTSAX
1.03
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.