Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.63%
3 year
20.13%
5 year
11.25%
10 year
11.47%
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.)
11.36%
Sharpe
1.45
Sortino
2.76
Max drawdown
-26.04%
Best month
12.23%
Worst month
-13.07%
Beta vs VTSAX
0.87
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.