Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.76%
3 year
10.67%
5 year
5.17%
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
72 months through March 31, 2026Volatility (ann.)
7.14%
Sharpe
1.22
Sortino
2.17
Max drawdown
-17.01%
Best month
5.89%
Worst month
-6.13%
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.