Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.58%
3 year
33.57%
5 year
17.46%
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
75 months through March 31, 2026Volatility (ann.)
15.71%
Sharpe
1.60
Sortino
3.23
Max drawdown
-28.57%
Best month
14.21%
Worst month
-10.49%
Beta vs VTSAX
1.15
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.