Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.60%
3 year
27.18%
5 year
15.72%
10 year
—
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
67 months through March 31, 2026Volatility (ann.)
18.67%
Sharpe
1.10
Sortino
2.00
Max drawdown
-28.15%
Best month
11.66%
Worst month
-10.10%
Beta vs VTSAX
1.42
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.