Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.47%
3 year
16.82%
5 year
9.26%
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
1.12
Sortino
1.94
Max drawdown
-28.89%
Best month
15.90%
Worst month
-19.77%
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.