Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.12%
3 year
21.15%
5 year
13.75%
10 year
14.98%
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.)
12.00%
Sharpe
1.23
Sortino
2.12
Max drawdown
-24.13%
Best month
12.31%
Worst month
-8.89%
Beta vs VTSAX
0.86
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.