Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.94%
3 year
21.43%
5 year
12.24%
10 year
—
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.)
16.47%
Sharpe
1.53
Sortino
3.38
Max drawdown
-26.53%
Best month
11.25%
Worst month
-16.36%
Beta vs VTSAX
1.08
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.