Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.50%
3 year
23.07%
5 year
13.11%
10 year
13.92%
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.)
12.20%
Sharpe
1.44
Sortino
2.74
Max drawdown
-25.53%
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.