Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.88%
3 year
21.85%
5 year
12.37%
10 year
14.02%
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.)
12.93%
Sharpe
1.36
Sortino
2.59
Max drawdown
-24.60%
Best month
14.07%
Worst month
-13.76%
Beta vs VTSAX
1.02
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.