Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.35%
3 year
33.77%
5 year
16.82%
10 year
21.50%
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.)
17.97%
Sharpe
1.30
Sortino
2.63
Max drawdown
-34.13%
Best month
13.32%
Worst month
-12.42%
Beta vs VTSAX
1.14
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.