Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.69%
3 year
11.83%
5 year
8.92%
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
80 months through March 31, 2026Volatility (ann.)
19.35%
Sharpe
0.72
Sortino
1.36
Max drawdown
-35.73%
Best month
19.28%
Worst month
-24.76%
Beta vs VTSAX
1.20
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.