Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.49%
3 year
14.38%
5 year
11.70%
10 year
12.29%
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.)
10.58%
Sharpe
1.31
Sortino
2.29
Max drawdown
-22.16%
Best month
10.80%
Worst month
-13.27%
Beta vs VTSAX
0.71
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.