Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.70%
3 year
32.73%
5 year
11.79%
10 year
16.05%
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.)
16.11%
Sharpe
1.37
Sortino
2.70
Max drawdown
-39.04%
Best month
14.08%
Worst month
-14.94%
Beta vs VTSAX
1.10
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.