Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.31%
3 year
23.36%
5 year
12.22%
10 year
16.93%
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.)
12.84%
Sharpe
1.30
Sortino
2.44
Max drawdown
-26.64%
Best month
15.89%
Worst month
-10.94%
Beta vs VTSAX
0.98
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.