Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.62%
3 year
22.17%
5 year
10.46%
10 year
14.38%
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.)
13.35%
Sharpe
1.08
Sortino
1.97
Max drawdown
-30.48%
Best month
14.41%
Worst month
-10.80%
Beta vs VTSAX
1.00
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.