Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.79%
3 year
11.17%
5 year
11.32%
10 year
9.94%
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.)
12.33%
Sharpe
0.97
Sortino
1.65
Max drawdown
-29.62%
Best month
16.81%
Worst month
-17.99%
Beta vs VTSAX
0.72
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.