Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.49%
3 year
10.86%
5 year
11.00%
10 year
10.67%
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.)
16.86%
Sharpe
0.69
Sortino
1.28
Max drawdown
-32.94%
Best month
18.67%
Worst month
-22.30%
Beta vs VTSAX
1.00
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.