Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.59%
3 year
17.93%
5 year
11.02%
10 year
10.60%
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.)
10.90%
Sharpe
1.32
Sortino
2.44
Max drawdown
-22.67%
Best month
11.89%
Worst month
-14.28%
Beta vs VTSAX
0.84
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.