Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.42%
3 year
19.12%
5 year
12.04%
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.)
10.49%
Sharpe
1.72
Sortino
3.68
Max drawdown
-23.48%
Best month
12.04%
Worst month
-16.13%
Beta vs VTSAX
0.71
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.