Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.40%
3 year
16.06%
5 year
11.53%
10 year
12.43%
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.)
11.47%
Sharpe
1.25
Sortino
2.32
Max drawdown
-20.39%
Best month
12.85%
Worst month
-13.87%
Beta vs VTSAX
0.83
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.