Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.91%
3 year
16.96%
5 year
2.26%
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.)
16.95%
Sharpe
0.60
Sortino
0.98
Max drawdown
-40.88%
Best month
15.17%
Worst month
-14.35%
Beta vs VTSAX
1.22
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.