Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.28%
3 year
18.84%
5 year
10.12%
10 year
13.10%
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.)
21.08%
Sharpe
0.94
Sortino
1.68
Max drawdown
-33.12%
Best month
15.63%
Worst month
-16.79%
Beta vs VTSAX
1.33
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.