Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.89%
3 year
28.38%
5 year
12.34%
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.)
14.77%
Sharpe
1.35
Sortino
2.61
Max drawdown
-32.41%
Best month
15.31%
Worst month
-11.54%
Beta vs VTSAX
1.06
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.