Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.02%
3 year
22.17%
5 year
15.97%
10 year
12.16%
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
75 months through March 31, 2026Volatility (ann.)
12.10%
Sharpe
1.56
Sortino
3.45
Max drawdown
-37.12%
Best month
14.56%
Worst month
-29.28%
Beta vs VTSAX
0.87
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.