Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.52%
3 year
10.33%
5 year
3.73%
10 year
5.59%
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
36 months through March 31, 2026Volatility (ann.)
7.22%
Sharpe
1.26
Sortino
2.24
Max drawdown
-6.10%
Best month
5.63%
Worst month
-3.58%
Beta vs VTSAX
0.52
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.