Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.99%
3 year
39.03%
5 year
1.24%
10 year
18.90%
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
27 months through March 31, 2026Volatility (ann.)
27.39%
Sharpe
0.41
Sortino
0.72
Max drawdown
-28.27%
Best month
20.84%
Worst month
-12.96%
Beta vs VTSAX
1.86
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.