Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.55%
3 year
33.25%
5 year
12.29%
10 year
24.05%
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.)
29.23%
Sharpe
0.75
Sortino
1.47
Max drawdown
-45.51%
Best month
32.81%
Worst month
-25.70%
Beta vs VTSAX
1.29
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.