Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.28%
3 year
21.21%
5 year
12.63%
10 year
13.66%
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.)
12.44%
Sharpe
1.36
Sortino
2.62
Max drawdown
-24.39%
Best month
12.98%
Worst month
-13.21%
Beta vs VTSAX
0.99
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.