Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.99%
3 year
21.22%
5 year
12.77%
10 year
12.40%
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.)
12.92%
Sharpe
1.31
Sortino
2.43
Max drawdown
-25.49%
Best month
13.80%
Worst month
-14.13%
Beta vs VTSAX
1.01
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.