Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.72%
3 year
15.01%
5 year
11.13%
10 year
9.30%
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.)
12.77%
Sharpe
1.10
Sortino
2.00
Max drawdown
-31.03%
Best month
16.09%
Worst month
-20.01%
Beta vs VTSAX
0.89
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.