Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.34%
3 year
25.12%
5 year
15.46%
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.)
11.87%
Sharpe
1.58
Sortino
3.16
Max drawdown
-23.05%
Best month
12.14%
Worst month
-9.78%
Beta vs VTSAX
0.89
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.