Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.00%
3 year
13.36%
5 year
7.35%
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
75 months through March 31, 2026Volatility (ann.)
9.24%
Sharpe
1.38
Sortino
2.67
Max drawdown
-16.89%
Best month
6.41%
Worst month
-7.36%
Beta vs VTSAX
0.66
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.