Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.26%
3 year
17.17%
5 year
9.38%
10 year
—
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.)
10.25%
Sharpe
1.39
Sortino
2.51
Max drawdown
-23.04%
Best month
9.85%
Worst month
-12.43%
Beta vs VTSAX
0.77
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.