Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.01%
3 year
25.23%
5 year
14.98%
10 year
15.61%
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
1.61
Sortino
3.22
Max drawdown
-24.80%
Best month
12.82%
Worst month
-10.97%
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.