Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.59%
3 year
17.17%
5 year
14.64%
10 year
10.85%
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
81 months through March 31, 2026Volatility (ann.)
12.38%
Sharpe
1.47
Sortino
2.81
Max drawdown
-31.74%
Best month
14.14%
Worst month
-21.10%
Beta vs VTSAX
0.85
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.