Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.04%
3 year
26.46%
5 year
4.69%
10 year
10.85%
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
75 months through March 31, 2026Volatility (ann.)
21.03%
Sharpe
0.73
Sortino
1.33
Max drawdown
-45.16%
Best month
16.32%
Worst month
-14.74%
Beta vs VTSAX
1.39
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.