Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.47%
3 year
22.63%
5 year
12.29%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
36 months through March 31, 2026Volatility (ann.)
13.98%
Sharpe
1.32
Sortino
2.46
Max drawdown
-10.91%
Best month
9.05%
Worst month
-7.39%
Beta vs VTSAX
1.08
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.