Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.35%
3 year
21.68%
5 year
13.23%
10 year
13.91%
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
66 months through March 31, 2026Volatility (ann.)
12.67%
Sharpe
1.25
Sortino
2.37
Max drawdown
-26.85%
Best month
10.55%
Worst month
-8.80%
Beta vs VTSAX
0.99
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.