Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.27%
3 year
17.90%
5 year
9.32%
10 year
10.00%
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.)
11.43%
Sharpe
1.24
Sortino
2.27
Max drawdown
-25.75%
Best month
12.28%
Worst month
-9.19%
Beta vs VTSAX
0.89
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.