Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.10%
3 year
42.58%
5 year
14.98%
10 year
21.60%
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.)
20.31%
Sharpe
1.41
Sortino
3.21
Max drawdown
-43.76%
Best month
16.42%
Worst month
-14.80%
Beta vs VTSAX
1.31
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.