Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.99%
3 year
15.34%
5 year
11.43%
10 year
10.53%
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.)
16.68%
Sharpe
0.95
Sortino
1.91
Max drawdown
-30.18%
Best month
14.29%
Worst month
-21.42%
Beta vs VTSAX
1.02
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.