Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.39%
3 year
24.06%
5 year
14.04%
10 year
—
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.)
12.31%
Sharpe
1.52
Sortino
3.02
Max drawdown
-24.73%
Best month
12.99%
Worst month
-9.41%
Beta vs VTSAX
0.96
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.