Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.59%
3 year
14.96%
5 year
12.92%
10 year
12.27%
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.)
10.80%
Sharpe
1.44
Sortino
2.56
Max drawdown
-23.04%
Best month
11.53%
Worst month
-13.73%
Beta vs VTSAX
0.75
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.