Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.74%
3 year
25.06%
5 year
14.07%
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
75 months through March 31, 2026Volatility (ann.)
15.42%
Sharpe
1.52
Sortino
3.03
Max drawdown
-27.72%
Best month
15.47%
Worst month
-9.93%
Beta vs VTSAX
1.09
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.