Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.34%
3 year
21.47%
5 year
13.81%
10 year
13.74%
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.)
13.00%
Sharpe
1.31
Sortino
2.60
Max drawdown
-24.15%
Best month
9.73%
Worst month
-9.12%
Beta vs VTSAX
1.01
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.