Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.12%
3 year
24.46%
5 year
18.15%
10 year
12.94%
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.)
16.00%
Sharpe
1.38
Sortino
2.90
Max drawdown
-34.44%
Best month
18.55%
Worst month
-24.01%
Beta vs VTSAX
1.00
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.