Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.73%
3 year
28.04%
5 year
12.20%
10 year
—
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
64 months through March 31, 2026Volatility (ann.)
12.57%
Sharpe
1.51
Sortino
2.88
Max drawdown
-32.33%
Best month
11.58%
Worst month
-11.98%
Beta vs VTSAX
0.89
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.