Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.17%
3 year
13.39%
5 year
11.92%
10 year
9.80%
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.)
20.79%
Sharpe
0.86
Sortino
1.82
Max drawdown
-20.19%
Best month
12.55%
Worst month
-10.12%
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.