Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.41%
3 year
23.39%
5 year
0.83%
10 year
5.71%
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.)
23.62%
Sharpe
0.59
Sortino
1.07
Max drawdown
-52.95%
Best month
19.19%
Worst month
-20.58%
Beta vs VTSAX
1.29
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.