Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.61%
3 year
34.06%
5 year
15.07%
10 year
—
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
74 months through March 31, 2026Volatility (ann.)
21.98%
Sharpe
1.18
Sortino
2.25
Max drawdown
-38.16%
Best month
19.04%
Worst month
-15.42%
Beta vs VTSAX
1.42
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.