Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.57%
3 year
11.60%
5 year
9.68%
10 year
10.80%
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
72 months through Dec. 31, 2025Volatility (ann.)
9.69%
Sharpe
1.18
Sortino
2.09
Max drawdown
-20.63%
Best month
10.59%
Worst month
-12.89%
Beta vs VTSAX
0.64
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.