Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.53%
3 year
25.83%
5 year
13.38%
10 year
—
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.)
17.82%
Sharpe
1.28
Sortino
2.68
Max drawdown
-22.86%
Best month
14.58%
Worst month
-14.04%
Beta vs VTSAX
1.12
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.