Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.79%
3 year
28.38%
5 year
12.43%
10 year
13.90%
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.)
15.07%
Sharpe
1.40
Sortino
2.81
Max drawdown
-29.73%
Best month
14.62%
Worst month
-11.89%
Beta vs VTSAX
1.04
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.