Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.01%
3 year
27.93%
5 year
12.28%
10 year
11.05%
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.)
14.87%
Sharpe
1.36
Sortino
2.63
Max drawdown
-33.89%
Best month
14.05%
Worst month
-12.65%
Beta vs VTSAX
1.11
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.