Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.40%
3 year
17.17%
5 year
11.29%
10 year
—
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
66 months through March 31, 2026Volatility (ann.)
13.41%
Sharpe
1.05
Sortino
1.86
Max drawdown
-24.39%
Best month
10.39%
Worst month
-9.45%
Beta vs VTSAX
0.99
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.