Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.33%
3 year
20.22%
5 year
12.07%
10 year
13.46%
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.)
11.29%
Sharpe
1.46
Sortino
2.80
Max drawdown
-24.17%
Best month
11.94%
Worst month
-12.80%
Beta vs VTSAX
0.88
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.