Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.26%
3 year
15.94%
5 year
12.67%
10 year
13.69%
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.)
11.29%
Sharpe
1.23
Sortino
2.15
Max drawdown
-19.42%
Best month
11.18%
Worst month
-10.59%
Beta vs VTSAX
0.85
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.