Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.00%
3 year
18.89%
5 year
12.53%
10 year
12.10%
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.)
14.36%
Sharpe
1.30
Sortino
2.42
Max drawdown
-25.54%
Best month
13.61%
Worst month
-16.33%
Beta vs VTSAX
0.98
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.