Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.91%
3 year
24.71%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
45 months through March 31, 2026Volatility (ann.)
13.38%
Sharpe
1.44
Sortino
2.94
Max drawdown
-13.20%
Best month
10.57%
Worst month
-8.39%
Beta vs VTSAX
1.00
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.