Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.38%
3 year
31.87%
5 year
14.11%
10 year
15.88%
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.)
15.55%
Sharpe
1.39
Sortino
2.70
Max drawdown
-41.80%
Best month
14.67%
Worst month
-12.45%
Beta vs VTSAX
0.78
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.