Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.22%
3 year
14.42%
5 year
12.69%
10 year
11.84%
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.)
11.31%
Sharpe
1.33
Sortino
2.38
Max drawdown
-25.20%
Best month
11.71%
Worst month
-15.78%
Beta vs VTSAX
0.78
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.