Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.72%
3 year
10.24%
5 year
4.50%
10 year
6.28%
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.)
6.71%
Sharpe
1.23
Sortino
2.14
Max drawdown
-18.91%
Best month
6.12%
Worst month
-6.23%
Beta vs VTSAX
0.48
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.