Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.43%
3 year
32.48%
5 year
14.62%
10 year
17.44%
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.)
15.54%
Sharpe
1.36
Sortino
2.67
Max drawdown
-33.14%
Best month
15.12%
Worst month
-12.83%
Beta vs VTSAX
1.11
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.