Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.83%
3 year
20.97%
5 year
11.91%
10 year
12.89%
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.)
11.64%
Sharpe
1.48
Sortino
2.78
Max drawdown
-26.62%
Best month
11.07%
Worst month
-11.40%
Beta vs VTSAX
0.89
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.