Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.61%
3 year
34.10%
5 year
11.70%
10 year
17.06%
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.)
16.53%
Sharpe
1.36
Sortino
2.57
Max drawdown
-39.88%
Best month
15.37%
Worst month
-14.13%
Beta vs VTSAX
1.15
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.