Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.31%
3 year
28.30%
5 year
14.55%
10 year
16.55%
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.)
14.24%
Sharpe
1.50
Sortino
2.90
Max drawdown
-30.16%
Best month
14.43%
Worst month
-12.21%
Beta vs VTSAX
1.04
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.