Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.71%
3 year
19.86%
5 year
11.11%
10 year
12.14%
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.)
12.48%
Sharpe
1.27
Sortino
2.40
Max drawdown
-25.94%
Best month
11.82%
Worst month
-10.18%
Beta vs VTSAX
0.94
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.