Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.33%
3 year
16.16%
5 year
11.09%
10 year
—
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.)
13.74%
Sharpe
0.78
Sortino
1.34
Max drawdown
-25.46%
Best month
12.11%
Worst month
-12.56%
Beta vs VTSAX
1.05
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.