Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.45%
3 year
11.11%
5 year
10.92%
10 year
10.16%
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.)
17.55%
Sharpe
0.61
Sortino
1.03
Max drawdown
-19.95%
Best month
12.16%
Worst month
-11.65%
Beta vs VTSAX
1.15
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.