Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.30%
3 year
21.62%
5 year
13.18%
10 year
13.88%
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
1.24
Sortino
2.36
Max drawdown
-26.88%
Best month
11.93%
Worst month
-10.95%
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.