Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.03%
3 year
2.25%
5 year
3.67%
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.)
10.03%
Sharpe
0.76
Sortino
1.43
Max drawdown
-15.33%
Best month
7.43%
Worst month
-5.64%
Beta vs VTSAX
0.00
Correlation
0.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.