Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.97%
3 year
32.37%
5 year
14.26%
10 year
16.16%
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.)
16.49%
Sharpe
1.38
Sortino
2.69
Max drawdown
-33.08%
Best month
14.19%
Worst month
-12.10%
Beta vs VTSAX
1.19
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.