Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.81%
3 year
15.80%
5 year
9.70%
10 year
9.29%
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.)
11.89%
Sharpe
0.99
Sortino
1.75
Max drawdown
-26.22%
Best month
12.41%
Worst month
-8.89%
Beta vs VTSAX
0.89
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.