Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.83%
3 year
40.79%
5 year
17.61%
10 year
22.06%
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.)
18.44%
Sharpe
1.53
Sortino
3.24
Max drawdown
-36.91%
Best month
16.08%
Worst month
-14.33%
Beta vs VTSAX
1.24
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.