Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.64%
3 year
10.66%
5 year
6.75%
10 year
5.05%
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
75 months through March 31, 2026Volatility (ann.)
9.85%
Sharpe
1.12
Sortino
2.07
Max drawdown
-16.41%
Best month
6.44%
Worst month
-5.74%
Beta vs VTSAX
0.69
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.