Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.85%
3 year
13.02%
5 year
7.30%
10 year
12.24%
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
72 months through March 31, 2026Volatility (ann.)
13.41%
Sharpe
0.51
Sortino
0.87
Max drawdown
-26.51%
Best month
12.61%
Worst month
-9.42%
Beta vs VTSAX
0.87
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.