Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.87%
3 year
25.36%
5 year
8.10%
10 year
11.86%
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.)
14.07%
Sharpe
1.20
Sortino
2.38
Max drawdown
-33.50%
Best month
17.25%
Worst month
-12.89%
Beta vs VTSAX
1.04
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.