Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.29%
3 year
17.04%
5 year
7.41%
10 year
11.05%
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
75 months through March 31, 2026Volatility (ann.)
17.36%
Sharpe
0.78
Sortino
1.51
Max drawdown
-30.76%
Best month
16.94%
Worst month
-23.10%
Beta vs VTSAX
1.20
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.