Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
48.68%
3 year
25.30%
5 year
18.79%
10 year
14.95%
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.)
18.49%
Sharpe
1.34
Sortino
2.47
Max drawdown
-37.03%
Best month
22.12%
Worst month
-27.99%
Beta vs VTSAX
1.06
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.