Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.84%
3 year
10.87%
5 year
4.69%
10 year
5.50%
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.)
7.42%
Sharpe
1.22
Sortino
2.16
Max drawdown
-18.86%
Best month
6.12%
Worst month
-8.18%
Beta vs VTSAX
0.53
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.