Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.93%
3 year
16.14%
5 year
10.23%
10 year
9.63%
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.)
18.25%
Sharpe
0.89
Sortino
1.68
Max drawdown
-16.72%
Best month
12.14%
Worst month
-8.09%
Beta vs VTSAX
1.24
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.