Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.91%
3 year
15.45%
5 year
9.19%
10 year
10.17%
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.)
21.66%
Sharpe
0.82
Sortino
1.55
Max drawdown
-31.90%
Best month
22.25%
Worst month
-23.59%
Beta vs VTSAX
1.42
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.