Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.12%
3 year
13.32%
5 year
12.45%
10 year
11.53%
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.)
12.01%
Sharpe
1.24
Sortino
2.18
Max drawdown
-25.00%
Best month
12.83%
Worst month
-14.66%
Beta vs VTSAX
0.78
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.