Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.55%
3 year
16.49%
5 year
6.22%
10 year
11.50%
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.)
16.88%
Sharpe
0.61
Sortino
1.11
Max drawdown
-33.34%
Best month
15.86%
Worst month
-15.10%
Beta vs VTSAX
1.24
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.