Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.70%
3 year
24.03%
5 year
12.76%
10 year
15.01%
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.)
12.40%
Sharpe
1.49
Sortino
2.93
Max drawdown
-27.20%
Best month
13.78%
Worst month
-12.56%
Beta vs VTSAX
0.97
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.