Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.09%
3 year
12.01%
5 year
7.43%
10 year
9.01%
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.)
18.84%
Sharpe
0.61
Sortino
1.04
Max drawdown
-30.73%
Best month
17.03%
Worst month
-21.56%
Beta vs VTSAX
1.32
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.