Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.82%
3 year
6.71%
5 year
6.22%
10 year
6.75%
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.)
11.23%
Sharpe
0.91
Sortino
1.54
Max drawdown
-19.78%
Best month
9.03%
Worst month
-12.53%
Beta vs VTSAX
0.49
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.