Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.51%
3 year
26.44%
5 year
11.29%
10 year
—
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
79 months through March 31, 2026Volatility (ann.)
14.88%
Sharpe
1.12
Sortino
2.07
Max drawdown
-34.56%
Best month
13.89%
Worst month
-13.08%
Beta vs VTSAX
1.08
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.