Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.65%
3 year
22.99%
5 year
5.28%
10 year
12.44%
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.)
16.05%
Sharpe
0.88
Sortino
1.50
Max drawdown
-43.13%
Best month
13.97%
Worst month
-14.76%
Beta vs VTSAX
1.14
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.