Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.79%
3 year
13.31%
5 year
8.92%
10 year
11.11%
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
80 months through March 31, 2026Volatility (ann.)
15.61%
Sharpe
0.84
Sortino
1.49
Max drawdown
-27.45%
Best month
13.99%
Worst month
-19.33%
Beta vs VTSAX
1.10
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.