Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.91%
3 year
8.72%
5 year
7.77%
10 year
8.97%
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.)
10.33%
Sharpe
0.95
Sortino
1.57
Max drawdown
-21.50%
Best month
9.38%
Worst month
-13.01%
Beta vs VTSAX
0.54
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.