Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.92%
3 year
26.71%
5 year
11.26%
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.)
15.19%
Sharpe
1.02
Sortino
1.79
Max drawdown
-33.18%
Best month
14.10%
Worst month
-12.26%
Beta vs VTSAX
1.09
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.