Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.35%
3 year
14.81%
5 year
12.27%
10 year
10.58%
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.)
12.21%
Sharpe
1.24
Sortino
2.24
Max drawdown
-26.21%
Best month
14.71%
Worst month
-16.27%
Beta vs VTSAX
0.83
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.