Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.44%
3 year
9.18%
5 year
3.89%
10 year
5.51%
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.)
6.19%
Sharpe
1.26
Sortino
2.24
Max drawdown
-15.43%
Best month
5.20%
Worst month
-6.58%
Beta vs VTSAX
0.43
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.