Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.26%
3 year
26.67%
5 year
13.41%
10 year
15.74%
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.)
13.50%
Sharpe
1.36
Sortino
2.56
Max drawdown
-31.17%
Best month
14.81%
Worst month
-11.62%
Beta vs VTSAX
0.97
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.