Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.16%
3 year
20.64%
5 year
15.44%
10 year
13.97%
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.)
13.67%
Sharpe
1.22
Sortino
2.53
Max drawdown
-29.68%
Best month
17.59%
Worst month
-21.04%
Beta vs VTSAX
0.89
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.