Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.25%
3 year
9.99%
5 year
3.97%
10 year
5.05%
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.)
7.64%
Sharpe
1.05
Sortino
1.78
Max drawdown
-20.18%
Best month
7.26%
Worst month
-11.32%
Beta vs VTSAX
0.53
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.