Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.59%
3 year
21.87%
5 year
13.58%
10 year
14.88%
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
1.25
Sortino
2.32
Max drawdown
-23.60%
Best month
14.47%
Worst month
-11.34%
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.