Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.33%
3 year
16.26%
5 year
2.56%
10 year
8.79%
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.)
19.35%
Sharpe
0.64
Sortino
1.10
Max drawdown
-36.22%
Best month
15.16%
Worst month
-16.05%
Beta vs VTSAX
1.39
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.