Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.44%
3 year
13.34%
5 year
12.40%
10 year
10.09%
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.)
12.01%
Sharpe
1.04
Sortino
1.99
Max drawdown
-30.84%
Best month
12.05%
Worst month
-20.04%
Beta vs VTSAX
0.68
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.