Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.70%
3 year
18.39%
5 year
10.33%
10 year
10.62%
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.)
19.05%
Sharpe
1.10
Sortino
2.11
Max drawdown
-18.52%
Best month
12.54%
Worst month
-8.61%
Beta vs VTSAX
1.38
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.