Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.17%
3 year
29.32%
5 year
11.00%
10 year
15.48%
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.)
15.70%
Sharpe
1.21
Sortino
2.22
Max drawdown
-35.48%
Best month
14.20%
Worst month
-12.84%
Beta vs VTSAX
1.11
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.