Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.52%
3 year
18.16%
5 year
10.53%
10 year
7.01%
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.)
8.72%
Sharpe
1.56
Sortino
2.90
Max drawdown
-16.26%
Best month
8.30%
Worst month
-9.14%
Beta vs VTSAX
0.64
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.