Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.99%
3 year
10.43%
5 year
3.61%
10 year
9.64%
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.)
14.71%
Sharpe
0.49
Sortino
0.79
Max drawdown
-28.64%
Best month
15.41%
Worst month
-16.53%
Beta vs VTSAX
1.09
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.