Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.30%
3 year
32.79%
5 year
16.93%
10 year
16.94%
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
80 months through March 31, 2026Volatility (ann.)
15.02%
Sharpe
1.60
Sortino
3.28
Max drawdown
-29.21%
Best month
14.74%
Worst month
-11.22%
Beta vs VTSAX
1.08
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.