Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.54%
3 year
30.58%
5 year
16.16%
10 year
17.47%
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
28 months through March 31, 2026Volatility (ann.)
14.81%
Sharpe
1.29
Sortino
2.33
Max drawdown
-12.14%
Best month
8.79%
Worst month
-8.75%
Beta vs VTSAX
1.13
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.