Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.33%
3 year
16.13%
5 year
12.56%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
22.75%
Sharpe
0.99
Sortino
2.02
Max drawdown
-44.14%
Best month
19.47%
Worst month
-30.73%
Beta vs VTSAX
1.37
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.