Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.59%
3 year
17.13%
5 year
9.07%
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.)
15.98%
Sharpe
1.13
Sortino
2.18
Max drawdown
-25.19%
Best month
13.87%
Worst month
-17.10%
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.