Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.44%
3 year
17.00%
5 year
8.96%
10 year
12.07%
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.)
15.97%
Sharpe
1.12
Sortino
2.17
Max drawdown
-25.25%
Best month
13.93%
Worst month
-17.14%
Beta vs VTSAX
1.12
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.