Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.93%
3 year
24.86%
5 year
19.53%
10 year
17.72%
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
81 months through March 31, 2026Volatility (ann.)
19.69%
Sharpe
1.18
Sortino
2.53
Max drawdown
-26.64%
Best month
17.26%
Worst month
-18.53%
Beta vs VTSAX
1.31
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.