Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.07%
3 year
21.04%
5 year
14.53%
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.)
14.51%
Sharpe
1.52
Sortino
3.28
Max drawdown
-11.79%
Best month
9.22%
Worst month
-5.71%
Beta vs VTSAX
1.02
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.