Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.02%
3 year
18.21%
5 year
10.97%
10 year
9.17%
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.)
12.52%
Sharpe
1.57
Sortino
3.07
Max drawdown
-29.64%
Best month
17.21%
Worst month
-19.89%
Beta vs VTSAX
0.53
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.