Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.25%
3 year
19.58%
5 year
10.62%
10 year
10.87%
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.)
12.09%
Sharpe
1.32
Sortino
2.35
Max drawdown
-26.70%
Best month
11.74%
Worst month
-15.41%
Beta vs VTSAX
0.92
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.