Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.58%
3 year
24.70%
5 year
14.75%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through March 31, 2026Volatility (ann.)
12.69%
Sharpe
1.65
Sortino
3.22
Max drawdown
-24.66%
Best month
11.65%
Worst month
-9.45%
Beta vs VTSAX
0.97
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.