Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.42%
3 year
22.46%
5 year
12.36%
10 year
12.70%
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.)
12.57%
Sharpe
1.45
Sortino
2.71
Max drawdown
-26.77%
Best month
12.12%
Worst month
-11.43%
Beta vs VTSAX
0.98
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.