Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.42%
3 year
12.88%
5 year
11.95%
10 year
10.44%
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.)
13.60%
Sharpe
1.04
Sortino
1.90
Max drawdown
-13.77%
Best month
12.11%
Worst month
-7.55%
Beta vs VTSAX
0.79
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.