Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.23%
3 year
13.01%
5 year
8.63%
10 year
11.98%
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.)
17.49%
Sharpe
0.65
Sortino
1.09
Max drawdown
-30.94%
Best month
17.74%
Worst month
-23.05%
Beta vs VTSAX
1.25
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.