Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.85%
3 year
15.53%
5 year
12.80%
10 year
11.68%
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.)
12.61%
Sharpe
1.09
Sortino
1.94
Max drawdown
-25.98%
Best month
13.12%
Worst month
-15.82%
Beta vs VTSAX
0.88
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.