Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.62%
3 year
25.16%
5 year
13.53%
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
69 months through March 31, 2026Volatility (ann.)
13.81%
Sharpe
1.22
Sortino
2.29
Max drawdown
-29.38%
Best month
11.33%
Worst month
-9.96%
Beta vs VTSAX
0.97
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.