Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.22%
3 year
10.25%
5 year
8.62%
10 year
10.22%
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.)
11.40%
Sharpe
0.77
Sortino
1.25
Max drawdown
-18.60%
Best month
11.98%
Worst month
-8.33%
Beta vs VTSAX
0.76
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.