Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.76%
3 year
33.93%
5 year
11.69%
10 year
15.54%
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.)
15.47%
Sharpe
1.44
Sortino
2.85
Max drawdown
-39.63%
Best month
14.91%
Worst month
-15.12%
Beta vs VTSAX
1.07
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.