Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.73%
3 year
20.40%
5 year
13.25%
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.)
10.51%
Sharpe
1.83
Sortino
4.05
Max drawdown
-22.87%
Best month
12.15%
Worst month
-16.04%
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.