Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.35%
3 year
19.37%
5 year
4.39%
10 year
10.19%
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.)
20.05%
Sharpe
0.69
Sortino
1.18
Max drawdown
-42.60%
Best month
17.57%
Worst month
-18.80%
Beta vs VTSAX
1.44
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.