Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.79%
3 year
17.55%
5 year
13.08%
10 year
12.91%
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
72 months through March 31, 2026Volatility (ann.)
12.88%
Sharpe
1.13
Sortino
2.07
Max drawdown
-26.49%
Best month
14.40%
Worst month
-17.73%
Beta vs VTSAX
0.99
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.