Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.14%
3 year
16.47%
5 year
1.38%
10 year
11.78%
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
54 months through March 31, 2026Volatility (ann.)
19.34%
Sharpe
0.63
Sortino
1.13
Max drawdown
-43.95%
Best month
15.60%
Worst month
-15.62%
Beta vs VTSAX
1.34
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.