Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.45%
3 year
10.41%
5 year
5.21%
10 year
5.70%
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.)
7.22%
Sharpe
1.27
Sortino
2.30
Max drawdown
-17.91%
Best month
6.02%
Worst month
-7.27%
Beta vs VTSAX
0.49
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.