Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.82%
3 year
31.93%
5 year
10.65%
10 year
16.53%
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.)
16.70%
Sharpe
1.19
Sortino
2.25
Max drawdown
-39.81%
Best month
15.56%
Worst month
-14.14%
Beta vs VTSAX
1.15
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.