Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.74%
3 year
9.21%
5 year
2.50%
10 year
4.07%
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
80 months through March 31, 2026Volatility (ann.)
18.31%
Sharpe
0.51
Sortino
0.90
Max drawdown
-59.73%
Best month
19.01%
Worst month
-55.84%
Beta vs VTSAX
1.04
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.