Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.38%
3 year
15.83%
5 year
11.07%
10 year
9.47%
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.)
16.42%
Sharpe
0.99
Sortino
1.80
Max drawdown
-28.21%
Best month
16.00%
Worst month
-21.65%
Beta vs VTSAX
1.12
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.