Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.28%
3 year
9.57%
5 year
3.25%
10 year
—
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
72 months through March 31, 2026Volatility (ann.)
6.52%
Sharpe
1.27
Sortino
2.26
Max drawdown
-18.29%
Best month
5.47%
Worst month
-6.16%
Beta vs VTSAX
0.44
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.