Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.42%
3 year
19.55%
5 year
3.74%
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.)
13.32%
Sharpe
1.14
Sortino
2.01
Max drawdown
-38.62%
Best month
12.59%
Worst month
-13.81%
Beta vs VTSAX
0.96
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.