Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.85%
3 year
12.20%
5 year
11.91%
10 year
10.36%
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.)
13.20%
Sharpe
0.96
Sortino
1.69
Max drawdown
-30.39%
Best month
15.02%
Worst month
-20.20%
Beta vs VTSAX
0.83
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.