Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.29%
3 year
15.93%
5 year
15.83%
10 year
12.64%
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.)
17.51%
Sharpe
0.92
Sortino
1.81
Max drawdown
-37.33%
Best month
19.72%
Worst month
-27.03%
Beta vs VTSAX
1.10
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.