Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.16%
3 year
30.39%
5 year
8.19%
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.)
18.75%
Sharpe
1.01
Sortino
1.87
Max drawdown
-44.40%
Best month
15.55%
Worst month
-15.42%
Beta vs VTSAX
1.28
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.