Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.76%
3 year
31.05%
5 year
8.74%
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.)
18.76%
Sharpe
1.04
Sortino
1.94
Max drawdown
-44.08%
Best month
15.60%
Worst month
-15.38%
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.