Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.43%
3 year
25.30%
5 year
14.21%
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
75 months through March 31, 2026Volatility (ann.)
12.77%
Sharpe
1.67
Sortino
3.42
Max drawdown
-34.89%
Best month
13.37%
Worst month
-11.51%
Beta vs VTSAX
0.48
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.