Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.13%
3 year
10.24%
5 year
5.97%
10 year
8.93%
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.)
17.51%
Sharpe
0.66
Sortino
1.22
Max drawdown
-31.28%
Best month
14.47%
Worst month
-21.59%
Beta vs VTSAX
1.11
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.