Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.51%
3 year
12.53%
5 year
2.90%
10 year
11.21%
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.)
18.48%
Sharpe
0.44
Sortino
0.69
Max drawdown
-30.65%
Best month
18.05%
Worst month
-17.34%
Beta vs VTSAX
1.37
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.