Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.52%
3 year
18.82%
5 year
16.14%
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
78 months through March 31, 2026Volatility (ann.)
12.79%
Sharpe
1.72
Sortino
3.49
Max drawdown
-26.46%
Best month
14.64%
Worst month
-14.66%
Beta vs VTSAX
0.77
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.