Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.62%
3 year
25.62%
5 year
12.43%
10 year
15.06%
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.)
15.71%
Sharpe
1.17
Sortino
2.16
Max drawdown
-29.20%
Best month
14.04%
Worst month
-11.01%
Beta vs VTSAX
1.08
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.