Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.62%
3 year
36.60%
5 year
15.38%
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.)
16.62%
Sharpe
1.48
Sortino
2.94
Max drawdown
-34.60%
Best month
15.95%
Worst month
-12.66%
Beta vs VTSAX
1.15
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.