Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.06%
3 year
15.42%
5 year
14.09%
10 year
—
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.)
16.94%
Sharpe
1.03
Sortino
1.94
Max drawdown
-28.72%
Best month
11.90%
Worst month
-18.51%
Beta vs VTSAX
0.99
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.