Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
48.60%
3 year
35.14%
5 year
17.25%
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.)
26.49%
Sharpe
1.22
Sortino
2.82
Max drawdown
-39.53%
Best month
18.06%
Worst month
-16.52%
Beta vs VTSAX
1.52
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.