Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.44%
3 year
29.84%
5 year
10.83%
10 year
18.95%
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.)
20.91%
Sharpe
0.88
Sortino
1.78
Max drawdown
-40.15%
Best month
16.35%
Worst month
-14.67%
Beta vs VTSAX
1.30
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.