Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.49%
3 year
20.96%
5 year
14.66%
10 year
14.08%
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.)
11.18%
Sharpe
1.65
Sortino
3.23
Max drawdown
-20.48%
Best month
11.09%
Worst month
-11.20%
Beta vs VTSAX
0.87
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.