Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.55%
3 year
17.43%
5 year
14.93%
10 year
12.38%
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.)
12.38%
Sharpe
1.17
Sortino
2.52
Max drawdown
-32.98%
Best month
20.78%
Worst month
-23.30%
Beta vs VTSAX
0.76
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.