Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.52%
3 year
22.18%
5 year
13.38%
10 year
13.41%
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.)
11.65%
Sharpe
1.56
Sortino
3.10
Max drawdown
-24.61%
Best month
12.24%
Worst month
-12.40%
Beta vs VTSAX
0.90
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.