Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.30%
3 year
13.18%
5 year
11.88%
10 year
10.66%
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.)
12.24%
Sharpe
1.14
Sortino
1.98
Max drawdown
-30.32%
Best month
15.43%
Worst month
-19.17%
Beta vs VTSAX
0.84
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.