Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.32%
3 year
13.50%
5 year
12.06%
10 year
9.87%
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.)
20.79%
Sharpe
0.87
Sortino
1.84
Max drawdown
-41.90%
Best month
21.47%
Worst month
-30.81%
Beta vs VTSAX
1.26
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.