Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.05%
3 year
11.93%
5 year
10.71%
10 year
9.94%
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.)
14.36%
Sharpe
0.96
Sortino
1.69
Max drawdown
-31.36%
Best month
13.42%
Worst month
-21.94%
Beta vs VTSAX
0.92
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.