Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.91%
3 year
20.09%
5 year
11.40%
10 year
12.37%
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
75 months through March 31, 2026Volatility (ann.)
12.51%
Sharpe
1.27
Sortino
2.29
Max drawdown
-26.46%
Best month
14.45%
Worst month
-12.89%
Beta vs VTSAX
0.96
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.