Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.43%
3 year
13.21%
5 year
4.66%
10 year
8.96%
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.)
17.38%
Sharpe
0.73
Sortino
1.19
Max drawdown
-30.22%
Best month
14.12%
Worst month
-16.16%
Beta vs VTSAX
1.21
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.