Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.57%
3 year
29.75%
5 year
7.65%
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.)
18.74%
Sharpe
0.97
Sortino
1.80
Max drawdown
-44.73%
Best month
15.51%
Worst month
-15.46%
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.