Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.89%
3 year
41.24%
5 year
16.33%
10 year
18.17%
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.)
17.10%
Sharpe
0.94
Sortino
1.90
Max drawdown
-14.92%
Best month
15.14%
Worst month
-10.26%
Beta vs VTSAX
0.85
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.