Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.43%
3 year
26.85%
5 year
19.08%
10 year
15.71%
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.)
12.24%
Sharpe
1.91
Sortino
4.18
Max drawdown
-24.26%
Best month
15.87%
Worst month
-14.60%
Beta vs VTSAX
0.93
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.