Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.21%
3 year
11.75%
5 year
13.05%
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
75 months through March 31, 2026Volatility (ann.)
14.66%
Sharpe
0.97
Sortino
1.72
Max drawdown
-32.06%
Best month
17.07%
Worst month
-22.00%
Beta vs VTSAX
0.92
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.