Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.67%
3 year
12.73%
5 year
11.34%
10 year
10.16%
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.)
11.82%
Sharpe
1.12
Sortino
1.97
Max drawdown
-24.92%
Best month
11.65%
Worst month
-15.06%
Beta vs VTSAX
0.79
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.