Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.21%
3 year
12.64%
5 year
7.32%
10 year
9.57%
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.)
16.37%
Sharpe
0.81
Sortino
1.43
Max drawdown
-25.46%
Best month
14.47%
Worst month
-17.86%
Beta vs VTSAX
1.15
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.