Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.56%
3 year
26.53%
5 year
12.13%
10 year
17.68%
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.)
15.62%
Sharpe
1.23
Sortino
2.43
Max drawdown
-28.20%
Best month
17.87%
Worst month
-10.88%
Beta vs VTSAX
1.11
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.