Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.72%
3 year
10.51%
5 year
6.95%
10 year
10.19%
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.)
18.82%
Sharpe
0.52
Sortino
0.83
Max drawdown
-32.30%
Best month
18.38%
Worst month
-21.19%
Beta vs VTSAX
1.27
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.