Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.64%
3 year
26.59%
5 year
14.64%
10 year
15.53%
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.)
14.02%
Sharpe
1.34
Sortino
2.71
Max drawdown
-27.65%
Best month
13.15%
Worst month
-13.59%
Beta vs VTSAX
1.06
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.