Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.35%
3 year
12.63%
5 year
6.24%
10 year
6.79%
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 March 31, 2026Volatility (ann.)
14.06%
Sharpe
0.74
Sortino
1.19
Max drawdown
-29.24%
Best month
11.56%
Worst month
-15.11%
Beta vs VTSAX
1.02
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.