Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.10%
3 year
23.70%
5 year
14.57%
10 year
15.08%
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
33 months through March 31, 2026Volatility (ann.)
12.42%
Sharpe
1.31
Sortino
2.57
Max drawdown
-8.13%
Best month
9.33%
Worst month
-5.45%
Beta vs VTSAX
0.96
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.