Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.89%
3 year
21.24%
5 year
11.82%
10 year
14.78%
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.)
12.20%
Sharpe
1.40
Sortino
2.63
Max drawdown
-26.61%
Best month
14.33%
Worst month
-12.34%
Beta vs VTSAX
0.95
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.