Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.27%
3 year
15.80%
5 year
7.85%
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
80 months through March 31, 2026Volatility (ann.)
15.94%
Sharpe
1.05
Sortino
1.99
Max drawdown
-25.41%
Best month
13.76%
Worst month
-17.18%
Beta vs VTSAX
1.12
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.