Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.00%
3 year
36.07%
5 year
19.05%
10 year
20.67%
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.)
24.40%
Sharpe
1.07
Sortino
1.94
Max drawdown
-46.23%
Best month
25.16%
Worst month
-29.21%
Beta vs VTSAX
1.93
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.