Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.44%
3 year
9.88%
5 year
4.37%
10 year
11.64%
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.)
17.33%
Sharpe
0.51
Sortino
0.87
Max drawdown
-25.66%
Best month
15.96%
Worst month
-19.18%
Beta vs VTSAX
1.22
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.