Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.77%
3 year
28.21%
5 year
12.71%
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.)
19.70%
Sharpe
1.06
Sortino
2.01
Max drawdown
-38.37%
Best month
16.69%
Worst month
-13.64%
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.