Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.04%
3 year
12.81%
5 year
10.59%
10 year
11.26%
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
80 months through March 31, 2026Volatility (ann.)
12.12%
Sharpe
1.09
Sortino
1.94
Max drawdown
-21.15%
Best month
10.46%
Worst month
-11.60%
Beta vs VTSAX
0.88
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.