Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.66%
3 year
18.12%
5 year
13.77%
10 year
10.78%
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
72 months through March 31, 2026Volatility (ann.)
14.60%
Sharpe
1.22
Sortino
2.37
Max drawdown
-25.06%
Best month
13.01%
Worst month
-15.51%
Beta vs VTSAX
1.07
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.