Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.03%
3 year
18.22%
5 year
12.45%
10 year
13.36%
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.)
10.53%
Sharpe
1.50
Sortino
2.78
Max drawdown
-21.76%
Best month
11.25%
Worst month
-12.16%
Beta vs VTSAX
0.78
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.