Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.88%
3 year
16.65%
5 year
9.24%
10 year
12.91%
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
75 months through March 31, 2026Volatility (ann.)
13.85%
Sharpe
0.95
Sortino
1.67
Max drawdown
-30.47%
Best month
13.17%
Worst month
-14.49%
Beta vs VTSAX
1.03
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.