Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.49%
3 year
18.90%
5 year
12.72%
10 year
13.34%
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.)
11.03%
Sharpe
1.43
Sortino
2.64
Max drawdown
-20.11%
Best month
11.26%
Worst month
-11.62%
Beta vs VTSAX
0.84
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.