Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.31%
3 year
36.94%
5 year
7.16%
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.)
23.05%
Sharpe
1.06
Sortino
2.05
Max drawdown
-53.81%
Best month
17.36%
Worst month
-20.02%
Beta vs VTSAX
1.49
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.