Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.78%
3 year
24.10%
5 year
9.01%
10 year
—
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
45 months through March 31, 2026Volatility (ann.)
18.04%
Sharpe
1.28
Sortino
2.35
Max drawdown
-18.17%
Best month
11.07%
Worst month
-9.22%
Beta vs VTSAX
1.30
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.