Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.47%
3 year
11.02%
5 year
4.31%
10 year
6.24%
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.)
7.40%
Sharpe
1.19
Sortino
2.06
Max drawdown
-20.24%
Best month
6.73%
Worst month
-9.08%
Beta vs VTSAX
0.54
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.