Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.44%
3 year
27.90%
5 year
12.42%
10 year
16.58%
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.)
19.71%
Sharpe
1.04
Sortino
1.97
Max drawdown
-38.56%
Best month
16.66%
Worst month
-13.66%
Beta vs VTSAX
1.32
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.