Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.86%
3 year
11.83%
5 year
5.01%
10 year
9.01%
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.)
11.99%
Sharpe
0.32
Sortino
0.46
Max drawdown
-11.21%
Best month
6.55%
Worst month
-8.07%
Beta vs VTSAX
0.60
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.