Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.00%
3 year
26.55%
5 year
15.55%
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.)
12.36%
Sharpe
1.83
Sortino
4.18
Max drawdown
-24.01%
Best month
11.90%
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.