Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.54%
3 year
20.51%
5 year
10.99%
10 year
—
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
67 months through March 31, 2026Volatility (ann.)
15.40%
Sharpe
0.98
Sortino
1.71
Max drawdown
-25.39%
Best month
10.37%
Worst month
-8.64%
Beta vs VTSAX
1.12
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.