Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.12%
3 year
22.77%
5 year
15.12%
10 year
14.79%
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
28 months through March 31, 2026Volatility (ann.)
11.12%
Sharpe
1.61
Sortino
2.95
Max drawdown
-7.99%
Best month
6.24%
Worst month
-5.68%
Beta vs VTSAX
0.96
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.