Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.84%
3 year
15.84%
5 year
11.52%
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.)
13.71%
Sharpe
1.20
Sortino
2.15
Max drawdown
-31.89%
Best month
14.88%
Worst month
-20.71%
Beta vs VTSAX
0.91
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.