Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.25%
3 year
26.05%
5 year
11.35%
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.)
14.28%
Sharpe
1.23
Sortino
2.46
Max drawdown
-42.56%
Best month
12.52%
Worst month
-11.64%
Beta vs VTSAX
0.13
Correlation
0.12
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.