Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.14%
3 year
24.32%
5 year
14.15%
10 year
14.79%
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.)
12.10%
Sharpe
1.54
Sortino
3.04
Max drawdown
-25.22%
Best month
11.00%
Worst month
-9.39%
Beta vs VTSAX
0.94
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.