Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.45%
3 year
27.21%
5 year
11.97%
10 year
13.66%
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.)
19.57%
Sharpe
1.02
Sortino
2.00
Max drawdown
-32.12%
Best month
15.91%
Worst month
-25.21%
Beta vs VTSAX
1.43
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.