Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.08%
3 year
12.47%
5 year
8.94%
10 year
9.62%
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.)
14.26%
Sharpe
0.91
Sortino
1.58
Max drawdown
-28.10%
Best month
13.13%
Worst month
-19.90%
Beta vs VTSAX
1.00
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.