Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.65%
3 year
30.49%
5 year
14.26%
10 year
16.31%
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.)
15.40%
Sharpe
1.34
Sortino
2.51
Max drawdown
-29.07%
Best month
15.03%
Worst month
-12.17%
Beta vs VTSAX
1.11
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.