Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.35%
3 year
6.86%
5 year
8.11%
10 year
3.26%
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.)
8.85%
Sharpe
1.01
Sortino
1.84
Max drawdown
-12.19%
Best month
5.60%
Worst month
-6.79%
Beta vs VTSAX
0.38
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.