Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.46%
3 year
13.37%
5 year
6.30%
10 year
7.49%
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.)
8.78%
Sharpe
1.18
Sortino
2.12
Max drawdown
-21.94%
Best month
8.65%
Worst month
-7.54%
Beta vs VTSAX
0.68
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.