Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.31%
3 year
16.73%
5 year
5.24%
10 year
7.47%
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.)
15.76%
Sharpe
0.72
Sortino
1.21
Max drawdown
-30.90%
Best month
16.28%
Worst month
-10.50%
Beta vs VTSAX
1.09
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.