Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.93%
3 year
26.24%
5 year
11.38%
10 year
20.65%
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.)
16.98%
Sharpe
1.10
Sortino
2.16
Max drawdown
-32.11%
Best month
31.09%
Worst month
-21.43%
Beta vs VTSAX
0.97
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.