Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.50%
3 year
30.45%
5 year
13.62%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
15.29%
Sharpe
1.32
Sortino
2.48
Max drawdown
-32.00%
Best month
14.16%
Worst month
-11.38%
Beta vs VTSAX
1.08
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.