Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.11%
3 year
16.38%
5 year
1.30%
10 year
11.69%
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.)
19.39%
Sharpe
0.62
Sortino
1.11
Max drawdown
-44.05%
Best month
18.13%
Worst month
-15.70%
Beta vs VTSAX
1.35
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.