Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.96%
3 year
14.18%
5 year
12.30%
10 year
11.18%
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.)
11.55%
Sharpe
1.45
Sortino
2.47
Max drawdown
-8.20%
Best month
6.44%
Worst month
-6.80%
Beta vs VTSAX
0.82
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.