Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.04%
3 year
22.66%
5 year
14.78%
10 year
14.16%
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
75 months through March 31, 2026Volatility (ann.)
11.88%
Sharpe
1.59
Sortino
3.16
Max drawdown
-23.77%
Best month
12.26%
Worst month
-8.62%
Beta vs VTSAX
0.93
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.