Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.28%
3 year
13.84%
5 year
12.02%
10 year
11.95%
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.)
11.69%
Sharpe
1.11
Sortino
1.95
Max drawdown
-26.31%
Best month
14.77%
Worst month
-17.19%
Beta vs VTSAX
0.80
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.