Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.67%
3 year
18.25%
5 year
11.41%
10 year
13.32%
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.)
8.99%
Sharpe
0.47
Sortino
0.72
Max drawdown
-7.55%
Best month
5.72%
Worst month
-6.14%
Beta vs VTSAX
0.50
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.