Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.53%
3 year
13.90%
5 year
11.80%
10 year
11.91%
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.)
12.43%
Sharpe
1.19
Sortino
2.17
Max drawdown
-23.92%
Best month
13.10%
Worst month
-14.28%
Beta vs VTSAX
0.85
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.