Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.25%
3 year
10.47%
5 year
5.41%
10 year
9.68%
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.)
18.36%
Sharpe
0.58
Sortino
1.05
Max drawdown
-28.11%
Best month
17.21%
Worst month
-19.70%
Beta vs VTSAX
1.19
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.