Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.68%
3 year
13.02%
5 year
9.99%
10 year
10.35%
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
48 months through March 31, 2026Volatility (ann.)
16.58%
Sharpe
0.78
Sortino
1.40
Max drawdown
-17.80%
Best month
11.65%
Worst month
-9.85%
Beta vs VTSAX
1.13
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.