Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.25%
3 year
16.25%
5 year
11.67%
10 year
9.91%
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.)
18.31%
Sharpe
0.90
Sortino
1.71
Max drawdown
-34.35%
Best month
16.88%
Worst month
-23.61%
Beta vs VTSAX
1.26
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.