Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.51%
3 year
33.97%
5 year
11.71%
10 year
15.56%
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.)
15.59%
Sharpe
1.43
Sortino
2.80
Max drawdown
-39.39%
Best month
14.94%
Worst month
-15.03%
Beta vs VTSAX
1.08
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.