Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.84%
3 year
23.39%
5 year
14.00%
10 year
14.77%
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.)
12.35%
Sharpe
1.47
Sortino
2.83
Max drawdown
-25.25%
Best month
12.44%
Worst month
-11.87%
Beta vs VTSAX
0.97
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.