Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.28%
3 year
35.17%
5 year
11.12%
10 year
16.73%
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.)
16.91%
Sharpe
0.89
Sortino
1.77
Max drawdown
-15.40%
Best month
14.27%
Worst month
-10.10%
Beta vs VTSAX
0.81
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.