Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.96%
3 year
13.92%
5 year
8.38%
10 year
11.11%
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.)
17.59%
Sharpe
0.70
Sortino
1.28
Max drawdown
-30.30%
Best month
15.15%
Worst month
-20.53%
Beta vs VTSAX
1.20
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.