Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.93%
3 year
9.97%
5 year
12.05%
10 year
9.56%
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.)
13.34%
Sharpe
1.06
Sortino
1.85
Max drawdown
-25.97%
Best month
12.49%
Worst month
-16.41%
Beta vs VTSAX
0.61
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.