Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.49%
3 year
23.34%
5 year
15.22%
10 year
—
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
69 months through March 31, 2026Volatility (ann.)
12.05%
Sharpe
1.53
Sortino
2.96
Max drawdown
-24.01%
Best month
10.46%
Worst month
-9.59%
Beta vs VTSAX
0.94
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.