Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.56%
3 year
31.42%
5 year
16.57%
10 year
16.93%
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.)
15.09%
Sharpe
1.46
Sortino
2.94
Max drawdown
-29.43%
Best month
13.93%
Worst month
-10.69%
Beta vs VTSAX
1.11
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.