Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.44%
3 year
11.67%
5 year
10.79%
10 year
10.32%
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
66 months through March 31, 2026Volatility (ann.)
15.27%
Sharpe
0.79
Sortino
1.37
Max drawdown
-18.53%
Best month
10.28%
Worst month
-11.13%
Beta vs VTSAX
1.02
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.