Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.42%
3 year
14.17%
5 year
8.50%
10 year
10.84%
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.)
15.30%
Sharpe
0.86
Sortino
1.56
Max drawdown
-27.09%
Best month
14.35%
Worst month
-19.49%
Beta vs VTSAX
1.10
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.