Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.02%
3 year
26.59%
5 year
18.49%
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.)
11.56%
Sharpe
1.95
Sortino
4.46
Max drawdown
-22.95%
Best month
15.86%
Worst month
-13.34%
Beta vs VTSAX
0.88
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.