Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.58%
3 year
13.70%
5 year
2.03%
10 year
9.81%
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.)
18.98%
Sharpe
0.52
Sortino
0.86
Max drawdown
-31.34%
Best month
11.64%
Worst month
-11.68%
Beta vs VTSAX
1.35
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.