Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.42%
3 year
12.46%
5 year
9.00%
10 year
10.58%
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.)
16.20%
Sharpe
0.74
Sortino
1.31
Max drawdown
-29.70%
Best month
14.25%
Worst month
-20.25%
Beta vs VTSAX
1.13
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.