Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.92%
3 year
23.57%
5 year
12.60%
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
75 months through March 31, 2026Volatility (ann.)
12.55%
Sharpe
1.45
Sortino
2.82
Max drawdown
-26.82%
Best month
14.65%
Worst month
-19.80%
Beta vs VTSAX
0.87
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.