Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.28%
3 year
15.26%
5 year
6.59%
10 year
10.42%
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.)
17.14%
Sharpe
0.61
Sortino
1.11
Max drawdown
-26.29%
Best month
16.27%
Worst month
-19.37%
Beta vs VTSAX
1.16
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.