Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.62%
3 year
38.15%
5 year
12.98%
10 year
19.79%
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.)
20.62%
Sharpe
1.17
Sortino
2.14
Max drawdown
-41.77%
Best month
17.60%
Worst month
-14.20%
Beta vs VTSAX
1.40
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.