Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.09%
3 year
15.42%
5 year
7.57%
10 year
8.97%
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.)
22.64%
Sharpe
0.68
Sortino
1.22
Max drawdown
-39.97%
Best month
24.91%
Worst month
-26.27%
Beta vs VTSAX
1.40
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.