Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.35%
3 year
24.80%
5 year
14.85%
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.)
12.63%
Sharpe
1.48
Sortino
2.87
Max drawdown
-25.38%
Best month
14.06%
Worst month
-9.99%
Beta vs VTSAX
0.98
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.