Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.23%
3 year
25.83%
5 year
13.40%
10 year
12.53%
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.)
13.80%
Sharpe
1.70
Sortino
3.61
Max drawdown
-31.09%
Best month
13.47%
Worst month
-18.81%
Beta vs VTSAX
0.98
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.