Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.79%
3 year
22.90%
5 year
14.32%
10 year
14.70%
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.)
12.05%
Sharpe
1.51
Sortino
2.98
Max drawdown
-23.96%
Best month
12.83%
Worst month
-12.40%
Beta vs VTSAX
0.95
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.