Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.78%
3 year
14.50%
5 year
6.20%
10 year
11.94%
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
0.59
Sortino
1.02
Max drawdown
-25.98%
Best month
13.31%
Worst month
-15.35%
Beta vs VTSAX
1.11
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.