Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.62%
3 year
17.62%
5 year
13.52%
10 year
13.21%
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.)
11.07%
Sharpe
1.39
Sortino
2.51
Max drawdown
-22.28%
Best month
12.79%
Worst month
-12.74%
Beta vs VTSAX
0.84
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.