Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.22%
3 year
17.61%
5 year
10.67%
10 year
13.60%
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.)
12.94%
Sharpe
1.02
Sortino
1.83
Max drawdown
-27.13%
Best month
13.97%
Worst month
-12.56%
Beta vs VTSAX
1.00
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.