Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.16%
3 year
8.20%
5 year
3.82%
10 year
4.85%
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.)
8.52%
Sharpe
1.03
Sortino
1.84
Max drawdown
-18.99%
Best month
6.28%
Worst month
-9.30%
Beta vs VTSAX
0.45
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.