Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.31%
3 year
17.06%
5 year
2.24%
10 year
14.51%
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.)
15.64%
Sharpe
0.71
Sortino
1.32
Max drawdown
-11.22%
Best month
13.67%
Worst month
-7.24%
Beta vs VTSAX
1.05
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.