Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.33%
3 year
15.31%
5 year
9.22%
10 year
10.43%
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.)
21.81%
Sharpe
0.81
Sortino
1.54
Max drawdown
-31.75%
Best month
22.59%
Worst month
-23.50%
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.