Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.86%
3 year
19.24%
5 year
7.08%
10 year
—
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.)
13.21%
Sharpe
1.18
Sortino
2.25
Max drawdown
-25.03%
Best month
9.55%
Worst month
-8.86%
Beta vs VTSAX
0.93
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.