Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.55%
3 year
40.28%
5 year
17.23%
10 year
18.93%
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.)
18.92%
Sharpe
1.50
Sortino
3.30
Max drawdown
-37.46%
Best month
11.93%
Worst month
-14.15%
Beta vs VTSAX
1.22
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.