Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.03%
3 year
17.91%
5 year
11.60%
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.)
14.36%
Sharpe
1.23
Sortino
2.26
Max drawdown
-26.33%
Best month
13.55%
Worst month
-16.40%
Beta vs VTSAX
0.98
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.