Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.01%
3 year
22.11%
5 year
12.95%
10 year
14.12%
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.)
12.60%
Sharpe
1.41
Sortino
2.73
Max drawdown
-24.94%
Best month
13.25%
Worst month
-13.78%
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.