Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.06%
3 year
18.67%
5 year
7.74%
10 year
11.65%
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.)
13.18%
Sharpe
1.05
Sortino
1.74
Max drawdown
-34.01%
Best month
12.29%
Worst month
-10.54%
Beta vs VTSAX
0.94
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.