Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.36%
3 year
16.67%
5 year
10.82%
10 year
10.95%
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.)
18.28%
Sharpe
0.87
Sortino
1.58
Max drawdown
-33.82%
Best month
18.00%
Worst month
-24.30%
Beta vs VTSAX
1.28
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.