Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.50%
3 year
57.17%
5 year
18.22%
10 year
28.88%
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.)
30.19%
Sharpe
1.11
Sortino
2.17
Max drawdown
-60.87%
Best month
30.50%
Worst month
-25.93%
Beta vs VTSAX
2.13
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.