Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.84%
3 year
23.03%
5 year
13.86%
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.)
13.56%
Sharpe
1.43
Sortino
2.71
Max drawdown
-25.17%
Best month
12.10%
Worst month
-9.66%
Beta vs VTSAX
1.04
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.