Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.77%
3 year
30.11%
5 year
15.04%
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
75 months through March 31, 2026Volatility (ann.)
19.30%
Sharpe
1.49
Sortino
2.98
Max drawdown
-30.80%
Best month
14.70%
Worst month
-12.91%
Beta vs VTSAX
1.19
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.