Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.55%
3 year
26.92%
5 year
11.58%
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.)
19.69%
Sharpe
1.00
Sortino
1.87
Max drawdown
-39.01%
Best month
16.54%
Worst month
-13.72%
Beta vs VTSAX
1.32
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.