Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.72%
3 year
18.68%
5 year
11.66%
10 year
13.53%
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.)
13.01%
Sharpe
1.16
Sortino
2.17
Max drawdown
-25.08%
Best month
13.43%
Worst month
-13.50%
Beta vs VTSAX
1.01
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.