Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.97%
3 year
19.84%
5 year
9.34%
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.)
13.17%
Sharpe
1.08
Sortino
1.96
Max drawdown
-30.06%
Best month
13.26%
Worst month
-11.63%
Beta vs VTSAX
1.02
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.