Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.53%
3 year
11.78%
5 year
10.90%
10 year
10.38%
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.)
15.27%
Sharpe
0.80
Sortino
1.39
Max drawdown
-33.93%
Best month
15.32%
Worst month
-23.75%
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.