Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.20%
3 year
15.40%
5 year
10.05%
10 year
—
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.)
13.57%
Sharpe
0.74
Sortino
1.29
Max drawdown
-31.65%
Best month
12.09%
Worst month
-10.99%
Beta vs VTSAX
0.82
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.