Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.51%
3 year
26.10%
5 year
15.15%
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.)
12.31%
Sharpe
1.80
Sortino
4.08
Max drawdown
-24.14%
Best month
11.75%
Worst month
-15.43%
Beta vs VTSAX
0.88
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.