Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.80%
3 year
14.97%
5 year
7.07%
10 year
9.40%
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.)
21.39%
Sharpe
0.78
Sortino
1.41
Max drawdown
-37.27%
Best month
20.36%
Worst month
-23.52%
Beta vs VTSAX
1.41
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.