Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.53%
3 year
26.15%
5 year
11.40%
10 year
14.67%
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
75 months through March 31, 2026Volatility (ann.)
14.27%
Sharpe
1.25
Sortino
2.52
Max drawdown
-42.48%
Best month
12.57%
Worst month
-11.63%
Beta vs VTSAX
0.13
Correlation
0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.