Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.13%
3 year
10.50%
5 year
10.27%
10 year
9.75%
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.)
12.75%
Sharpe
0.88
Sortino
1.47
Max drawdown
-26.48%
Best month
13.02%
Worst month
-16.81%
Beta vs VTSAX
0.84
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.