Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.89%
3 year
16.25%
5 year
8.75%
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.)
13.78%
Sharpe
1.08
Sortino
1.85
Max drawdown
-28.94%
Best month
15.80%
Worst month
-19.74%
Beta vs VTSAX
0.79
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.