Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.82%
3 year
14.54%
5 year
4.58%
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.)
20.00%
Sharpe
0.76
Sortino
1.37
Max drawdown
-32.49%
Best month
17.83%
Worst month
-19.87%
Beta vs VTSAX
1.39
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.