Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.10%
3 year
26.04%
5 year
14.64%
10 year
15.24%
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.)
13.45%
Sharpe
1.46
Sortino
2.79
Max drawdown
-29.33%
Best month
12.71%
Worst month
-10.86%
Beta vs VTSAX
1.01
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.