Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.50%
3 year
15.66%
5 year
14.03%
10 year
11.51%
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.)
12.66%
Sharpe
1.30
Sortino
2.41
Max drawdown
-29.32%
Best month
14.80%
Worst month
-18.49%
Beta vs VTSAX
0.88
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.