Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.90%
3 year
14.18%
5 year
12.41%
10 year
10.33%
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.)
13.14%
Sharpe
1.11
Sortino
1.99
Max drawdown
-17.30%
Best month
17.30%
Worst month
-10.02%
Beta vs VTSAX
0.91
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.