Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.58%
3 year
18.54%
5 year
9.01%
10 year
10.46%
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.)
11.44%
Sharpe
1.29
Sortino
2.34
Max drawdown
-26.98%
Best month
12.48%
Worst month
-14.36%
Beta vs VTSAX
0.87
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.