Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.09%
3 year
12.45%
5 year
10.56%
10 year
10.15%
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.)
17.00%
Sharpe
0.79
Sortino
1.44
Max drawdown
-34.87%
Best month
17.69%
Worst month
-24.93%
Beta vs VTSAX
1.13
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.