Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.00%
3 year
9.10%
5 year
11.48%
10 year
10.75%
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.)
12.87%
Sharpe
1.00
Sortino
1.74
Max drawdown
-30.01%
Best month
13.28%
Worst month
-18.77%
Beta vs VTSAX
0.64
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.