Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.59%
3 year
20.05%
5 year
14.09%
10 year
13.79%
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
75 months through March 31, 2026Volatility (ann.)
13.17%
Sharpe
1.11
Sortino
2.17
Max drawdown
-22.25%
Best month
11.27%
Worst month
-15.92%
Beta vs VTSAX
0.88
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.