Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.20%
3 year
24.32%
5 year
14.39%
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.)
12.69%
Sharpe
1.62
Sortino
3.14
Max drawdown
-24.85%
Best month
11.75%
Worst month
-14.05%
Beta vs VTSAX
0.97
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.