Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.09%
3 year
25.44%
5 year
12.93%
10 year
10.88%
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.)
16.20%
Sharpe
1.34
Sortino
2.74
Max drawdown
-28.99%
Best month
14.27%
Worst month
-19.13%
Beta vs VTSAX
1.20
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.