Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.66%
3 year
13.21%
5 year
8.32%
10 year
9.93%
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.)
16.84%
Sharpe
0.74
Sortino
1.31
Max drawdown
-22.73%
Best month
9.71%
Worst month
-8.94%
Beta vs VTSAX
1.14
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.