Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.10%
3 year
23.44%
5 year
13.92%
10 year
14.79%
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.)
12.23%
Sharpe
1.51
Sortino
3.00
Max drawdown
-24.99%
Best month
13.06%
Worst month
-12.55%
Beta vs VTSAX
0.97
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.