Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.72%
3 year
30.42%
5 year
10.62%
10 year
15.37%
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.)
15.64%
Sharpe
1.29
Sortino
2.49
Max drawdown
-38.92%
Best month
14.79%
Worst month
-13.85%
Beta vs VTSAX
1.12
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.