Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.18%
3 year
12.56%
5 year
7.26%
10 year
9.35%
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
78 months through March 31, 2026Volatility (ann.)
18.38%
Sharpe
0.76
Sortino
1.39
Max drawdown
-24.13%
Best month
15.63%
Worst month
-8.73%
Beta vs VTSAX
1.14
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.