Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.08%
3 year
41.12%
5 year
12.77%
10 year
20.61%
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.)
21.33%
Sharpe
1.22
Sortino
2.41
Max drawdown
-43.79%
Best month
14.01%
Worst month
-14.24%
Beta vs VTSAX
1.39
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.