Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.82%
3 year
16.15%
5 year
8.54%
10 year
6.71%
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.)
21.16%
Sharpe
0.32
Sortino
0.45
Max drawdown
-32.35%
Best month
12.58%
Worst month
-17.04%
Beta vs VTSAX
1.49
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.