Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.43%
3 year
21.34%
5 year
13.91%
10 year
13.91%
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.)
11.51%
Sharpe
1.54
Sortino
3.03
Max drawdown
-22.90%
Best month
12.35%
Worst month
-13.99%
Beta vs VTSAX
0.90
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.