Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.98%
3 year
15.04%
5 year
11.22%
10 year
—
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
79 months through March 31, 2026Volatility (ann.)
10.61%
Sharpe
1.37
Sortino
2.45
Max drawdown
-20.21%
Best month
10.25%
Worst month
-11.67%
Beta vs VTSAX
0.69
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.