Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.78%
3 year
13.76%
5 year
7.01%
10 year
9.26%
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.)
17.47%
Sharpe
0.64
Sortino
1.13
Max drawdown
-28.96%
Best month
15.74%
Worst month
-19.13%
Beta vs VTSAX
1.22
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.