Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.18%
3 year
21.96%
5 year
15.20%
10 year
15.55%
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
75 months through March 31, 2026Volatility (ann.)
13.24%
Sharpe
1.46
Sortino
2.75
Max drawdown
-21.77%
Best month
14.64%
Worst month
-11.39%
Beta vs VTSAX
0.98
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.