Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.12%
3 year
27.16%
5 year
12.69%
10 year
18.25%
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.)
15.63%
Sharpe
1.27
Sortino
2.52
Max drawdown
-27.94%
Best month
17.93%
Worst month
-10.83%
Beta vs VTSAX
1.11
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.