Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.49%
3 year
23.22%
5 year
14.89%
10 year
14.60%
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
75 months through March 31, 2026Volatility (ann.)
13.18%
Sharpe
1.50
Sortino
2.89
Max drawdown
-23.91%
Best month
12.15%
Worst month
-9.20%
Beta vs VTSAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.