Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.27%
3 year
11.13%
5 year
8.29%
10 year
8.32%
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.)
9.75%
Sharpe
1.15
Sortino
2.05
Max drawdown
-15.23%
Best month
12.97%
Worst month
-7.55%
Beta vs VTSAX
0.68
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.