Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.43%
3 year
25.05%
5 year
12.26%
10 year
13.85%
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
75 months through March 31, 2026Volatility (ann.)
13.07%
Sharpe
1.40
Sortino
2.70
Max drawdown
-27.71%
Best month
14.02%
Worst month
-12.25%
Beta vs VTSAX
0.98
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.