Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.60%
3 year
20.40%
5 year
10.11%
10 year
10.91%
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.)
12.34%
Sharpe
1.31
Sortino
2.43
Max drawdown
-27.73%
Best month
11.68%
Worst month
-13.75%
Beta vs VTSAX
0.96
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.