Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.82%
3 year
20.64%
5 year
9.76%
10 year
—
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.)
13.01%
Sharpe
1.19
Sortino
2.13
Max drawdown
-30.06%
Best month
11.86%
Worst month
-10.85%
Beta vs VTSAX
1.01
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.