Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.10%
3 year
18.48%
5 year
12.40%
10 year
13.95%
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.)
13.05%
Sharpe
1.04
Sortino
1.84
Max drawdown
-24.84%
Best month
13.69%
Worst month
-13.42%
Beta vs VTSAX
0.97
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.