Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.54%
3 year
17.05%
5 year
7.17%
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
57 months through March 31, 2026Volatility (ann.)
11.12%
Sharpe
1.18
Sortino
2.18
Max drawdown
-24.96%
Best month
6.80%
Worst month
-8.60%
Beta vs VTSAX
0.85
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.