Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.37%
3 year
13.36%
5 year
10.42%
10 year
7.41%
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.)
19.48%
Sharpe
0.86
Sortino
1.69
Max drawdown
-37.19%
Best month
14.24%
Worst month
-25.47%
Beta vs VTSAX
1.07
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.