Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.89%
3 year
25.61%
5 year
16.61%
10 year
15.64%
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.)
22.42%
Sharpe
1.30
Sortino
3.08
Max drawdown
-22.72%
Best month
22.15%
Worst month
-13.53%
Beta vs VTSAX
0.86
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.