Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.92%
3 year
18.97%
5 year
10.35%
10 year
13.01%
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.)
12.54%
Sharpe
1.24
Sortino
2.31
Max drawdown
-29.59%
Best month
13.06%
Worst month
-12.57%
Beta vs VTSAX
0.97
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.