Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.00%
3 year
32.01%
5 year
14.87%
10 year
16.73%
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.)
15.75%
Sharpe
1.37
Sortino
2.60
Max drawdown
-32.26%
Best month
14.07%
Worst month
-11.80%
Beta vs VTSAX
1.10
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.