Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.77%
3 year
12.32%
5 year
10.01%
10 year
12.71%
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.)
11.10%
Sharpe
0.96
Sortino
1.61
Max drawdown
-21.04%
Best month
11.37%
Worst month
-14.02%
Beta vs VTSAX
0.78
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.