Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.09%
3 year
31.34%
5 year
12.04%
10 year
16.52%
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.)
14.60%
Sharpe
1.39
Sortino
2.62
Max drawdown
-34.67%
Best month
15.98%
Worst month
-13.47%
Beta vs VTSAX
1.03
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.