Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.29%
3 year
26.47%
5 year
11.40%
10 year
15.77%
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
36 months through March 31, 2026Volatility (ann.)
15.95%
Sharpe
1.27
Sortino
2.42
Max drawdown
-11.61%
Best month
11.42%
Worst month
-8.89%
Beta vs VTSAX
1.14
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.