Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.73%
3 year
14.27%
5 year
14.67%
10 year
11.47%
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.)
12.56%
Sharpe
1.14
Sortino
2.04
Max drawdown
-15.92%
Best month
17.24%
Worst month
-10.53%
Beta vs VTSAX
0.84
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.