Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.88%
3 year
13.41%
5 year
11.21%
10 year
10.07%
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.)
12.16%
Sharpe
1.08
Sortino
1.82
Max drawdown
-27.10%
Best month
13.26%
Worst month
-16.28%
Beta vs VTSAX
0.83
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.