Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.65%
3 year
23.25%
5 year
13.28%
10 year
14.10%
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.)
12.21%
Sharpe
1.45
Sortino
2.78
Max drawdown
-25.44%
Best month
13.19%
Worst month
-12.28%
Beta vs VTSAX
0.95
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.