Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.31%
3 year
22.36%
5 year
15.34%
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.)
14.52%
Sharpe
1.61
Sortino
3.57
Max drawdown
-11.42%
Best month
9.35%
Worst month
-5.63%
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.