Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.44%
3 year
26.18%
5 year
18.32%
10 year
15.35%
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.)
12.28%
Sharpe
1.85
Sortino
3.98
Max drawdown
-24.58%
Best month
16.06%
Worst month
-14.68%
Beta vs VTSAX
0.93
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.