Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.78%
3 year
14.95%
5 year
2.30%
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.)
19.35%
Sharpe
0.47
Sortino
0.77
Max drawdown
-36.11%
Best month
17.22%
Worst month
-15.21%
Beta vs VTSAX
1.37
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.