Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.93%
3 year
18.74%
5 year
14.90%
10 year
12.58%
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.)
13.51%
Sharpe
1.22
Sortino
2.35
Max drawdown
-24.95%
Best month
16.01%
Worst month
-16.22%
Beta vs VTSAX
0.98
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.