Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.91%
3 year
23.96%
5 year
9.57%
10 year
19.50%
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.)
22.56%
Sharpe
1.07
Sortino
1.94
Max drawdown
-39.44%
Best month
21.83%
Worst month
-21.36%
Beta vs VTSAX
1.52
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.