Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.55%
3 year
19.09%
5 year
11.50%
10 year
12.75%
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
48 months through March 31, 2026Volatility (ann.)
13.20%
Sharpe
1.12
Sortino
2.02
Max drawdown
-19.42%
Best month
9.84%
Worst month
-8.96%
Beta vs VTSAX
1.02
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.