Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.75%
3 year
24.09%
5 year
16.52%
10 year
14.29%
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.)
12.21%
Sharpe
1.65
Sortino
3.37
Max drawdown
-21.86%
Best month
13.18%
Worst month
-12.46%
Beta vs VTSAX
0.96
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.