Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.28%
3 year
15.41%
5 year
14.41%
10 year
15.05%
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.)
18.58%
Sharpe
0.69
Sortino
1.11
Max drawdown
-25.70%
Best month
14.24%
Worst month
-18.80%
Beta vs VTSAX
1.25
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.