Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.13%
3 year
15.55%
5 year
8.04%
10 year
9.87%
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
75 months through March 31, 2026Volatility (ann.)
12.02%
Sharpe
1.09
Sortino
1.97
Max drawdown
-24.20%
Best month
11.02%
Worst month
-13.04%
Beta vs VTSAX
0.93
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.