Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.25%
3 year
23.78%
5 year
11.59%
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.)
15.01%
Sharpe
1.12
Sortino
2.15
Max drawdown
-30.14%
Best month
14.92%
Worst month
-13.26%
Beta vs VTSAX
1.08
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.