Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.42%
3 year
19.20%
5 year
15.48%
10 year
12.19%
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
75 months through March 31, 2026Volatility (ann.)
17.86%
Sharpe
0.68
Sortino
1.23
Max drawdown
-29.02%
Best month
15.53%
Worst month
-22.43%
Beta vs VTSAX
1.24
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.