Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.71%
3 year
24.89%
5 year
15.27%
10 year
15.34%
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.)
13.71%
Sharpe
1.37
Sortino
2.61
Max drawdown
-24.01%
Best month
13.35%
Worst month
-10.97%
Beta vs VTSAX
1.03
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.