Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.42%
3 year
21.93%
5 year
12.98%
10 year
14.15%
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.)
12.56%
Sharpe
1.40
Sortino
2.71
Max drawdown
-24.61%
Best month
13.16%
Worst month
-13.70%
Beta vs VTSAX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.