Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.79%
3 year
20.78%
5 year
11.74%
10 year
13.74%
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.)
15.51%
Sharpe
0.79
Sortino
1.46
Max drawdown
-27.72%
Best month
18.32%
Worst month
-17.67%
Beta vs VTSAX
1.18
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.