Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.43%
3 year
24.80%
5 year
16.52%
10 year
13.69%
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
80 months through March 31, 2026Volatility (ann.)
12.14%
Sharpe
1.75
Sortino
3.49
Max drawdown
-24.43%
Best month
13.69%
Worst month
-16.78%
Beta vs VTSAX
0.94
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.