Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.88%
3 year
13.71%
5 year
6.03%
10 year
9.49%
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.)
19.40%
Sharpe
0.67
Sortino
1.20
Max drawdown
-30.71%
Best month
18.34%
Worst month
-21.74%
Beta vs VTSAX
1.33
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.