Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.60%
3 year
15.19%
5 year
13.30%
10 year
12.78%
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.)
12.34%
Sharpe
1.13
Sortino
2.10
Max drawdown
-29.16%
Best month
18.31%
Worst month
-19.65%
Beta vs VTSAX
0.82
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.