Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.87%
3 year
29.70%
5 year
18.25%
10 year
15.32%
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.)
15.90%
Sharpe
1.55
Sortino
3.05
Max drawdown
-30.14%
Best month
14.93%
Worst month
-12.86%
Beta vs VTSAX
1.04
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.