Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.89%
3 year
23.13%
5 year
13.64%
10 year
—
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.)
12.12%
Sharpe
1.59
Sortino
3.23
Max drawdown
-23.91%
Best month
14.09%
Worst month
-14.90%
Beta vs VTSAX
0.95
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.