Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.23%
3 year
26.77%
5 year
13.66%
10 year
17.35%
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.)
14.64%
Sharpe
1.40
Sortino
2.81
Max drawdown
-26.90%
Best month
14.87%
Worst month
-10.93%
Beta vs VTSAX
1.08
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.