Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.43%
3 year
20.31%
5 year
10.66%
10 year
12.45%
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.)
12.19%
Sharpe
1.29
Sortino
2.46
Max drawdown
-26.50%
Best month
13.75%
Worst month
-13.52%
Beta vs VTSAX
0.96
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.