Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.67%
3 year
14.27%
5 year
8.60%
10 year
10.91%
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.)
14.64%
Sharpe
0.86
Sortino
1.57
Max drawdown
-25.72%
Best month
14.40%
Worst month
-18.40%
Beta vs VTSAX
1.06
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.