Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.73%
3 year
15.71%
5 year
6.44%
10 year
10.42%
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.)
15.24%
Sharpe
0.78
Sortino
1.27
Max drawdown
-30.43%
Best month
14.08%
Worst month
-14.71%
Beta vs VTSAX
1.12
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.