Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.07%
3 year
12.86%
5 year
12.37%
10 year
11.71%
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.)
11.83%
Sharpe
1.12
Sortino
1.91
Max drawdown
-26.09%
Best month
13.11%
Worst month
-16.61%
Beta vs VTSAX
0.77
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.