Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.39%
3 year
23.52%
5 year
14.91%
10 year
14.44%
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.)
12.46%
Sharpe
1.58
Sortino
3.16
Max drawdown
-23.39%
Best month
12.71%
Worst month
-13.76%
Beta vs VTSAX
0.98
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.