Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.85%
3 year
19.25%
5 year
12.60%
10 year
14.72%
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.)
16.65%
Sharpe
1.01
Sortino
1.81
Max drawdown
-25.36%
Best month
16.50%
Worst month
-10.48%
Beta vs VTSAX
1.24
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.