Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.06%
3 year
16.27%
5 year
14.77%
10 year
12.08%
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.)
13.15%
Sharpe
1.14
Sortino
2.25
Max drawdown
-36.41%
Best month
21.19%
Worst month
-25.50%
Beta vs VTSAX
0.82
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.