Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.97%
3 year
14.55%
5 year
3.72%
10 year
11.53%
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.)
17.40%
Sharpe
0.55
Sortino
0.93
Max drawdown
-33.63%
Best month
16.04%
Worst month
-13.18%
Beta vs VTSAX
1.27
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.