Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.27%
3 year
42.54%
5 year
12.93%
10 year
—
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
41 months through March 31, 2026Volatility (ann.)
22.50%
Sharpe
1.26
Sortino
2.67
Max drawdown
-14.88%
Best month
18.93%
Worst month
-10.03%
Beta vs VTSAX
1.34
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.