Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.05%
3 year
33.16%
5 year
15.68%
10 year
16.59%
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.)
15.61%
Sharpe
1.38
Sortino
2.62
Max drawdown
-31.43%
Best month
14.63%
Worst month
-12.55%
Beta vs VTSAX
1.10
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.