Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.66%
3 year
12.81%
5 year
9.77%
10 year
9.99%
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.)
15.06%
Sharpe
1.09
Sortino
2.04
Max drawdown
-34.14%
Best month
13.73%
Worst month
-24.40%
Beta vs VTSAX
1.02
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.