Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.11%
3 year
13.83%
5 year
12.34%
10 year
10.66%
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
78 months through Dec. 31, 2025Volatility (ann.)
12.43%
Sharpe
1.11
Sortino
2.04
Max drawdown
-16.28%
Best month
15.29%
Worst month
-8.84%
Beta vs VTSAX
0.83
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.