Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.32%
3 year
15.77%
5 year
4.63%
10 year
9.72%
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
44 months through March 31, 2026Volatility (ann.)
15.77%
Sharpe
0.80
Sortino
1.45
Max drawdown
-17.73%
Best month
12.20%
Worst month
-10.94%
Beta vs VTSAX
1.16
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.