Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.30%
3 year
15.19%
5 year
2.90%
10 year
10.12%
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.)
18.58%
Sharpe
0.66
Sortino
1.13
Max drawdown
-33.74%
Best month
16.46%
Worst month
-18.36%
Beta vs VTSAX
1.36
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.