Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.92%
3 year
29.39%
5 year
10.73%
10 year
14.52%
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.)
15.42%
Sharpe
1.30
Sortino
2.52
Max drawdown
-37.00%
Best month
14.30%
Worst month
-14.17%
Beta vs VTSAX
1.11
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.