Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.11%
3 year
14.82%
5 year
4.84%
10 year
11.33%
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.)
20.02%
Sharpe
0.77
Sortino
1.39
Max drawdown
-32.09%
Best month
17.87%
Worst month
-19.86%
Beta vs VTSAX
1.39
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.