Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.44%
3 year
11.65%
5 year
7.58%
10 year
9.54%
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.)
16.29%
Sharpe
0.67
Sortino
1.18
Max drawdown
-30.22%
Best month
14.53%
Worst month
-21.08%
Beta vs VTSAX
1.13
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.