Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.37%
3 year
14.03%
5 year
6.68%
10 year
10.87%
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.)
16.03%
Sharpe
0.70
Sortino
1.19
Max drawdown
-26.46%
Best month
13.11%
Worst month
-14.47%
Beta vs VTSAX
1.06
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.