Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.61%
3 year
15.43%
5 year
11.45%
10 year
12.44%
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.)
11.33%
Sharpe
1.07
Sortino
1.91
Max drawdown
-19.77%
Best month
13.15%
Worst month
-13.08%
Beta vs VTSAX
0.87
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.