Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.71%
3 year
18.77%
5 year
18.10%
10 year
17.66%
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
81 months through March 31, 2026Volatility (ann.)
22.09%
Sharpe
0.92
Sortino
1.67
Max drawdown
-33.42%
Best month
18.49%
Worst month
-24.94%
Beta vs VTSAX
1.42
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.