Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.92%
3 year
18.82%
5 year
9.27%
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.)
11.45%
Sharpe
1.31
Sortino
2.38
Max drawdown
-26.81%
Best month
12.49%
Worst month
-14.39%
Beta vs VTSAX
0.87
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.