Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.99%
3 year
31.35%
5 year
15.47%
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.)
13.51%
Sharpe
1.88
Sortino
3.84
Max drawdown
-30.71%
Best month
13.73%
Worst month
-12.87%
Beta vs VTSAX
0.98
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.