Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.13%
3 year
36.70%
5 year
13.71%
10 year
21.47%
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.)
18.45%
Sharpe
1.35
Sortino
2.77
Max drawdown
-46.91%
Best month
14.12%
Worst month
-14.29%
Beta vs VTSAX
0.88
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.