Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.10%
3 year
19.55%
5 year
12.89%
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.)
16.66%
Sharpe
1.03
Sortino
1.84
Max drawdown
-25.15%
Best month
16.46%
Worst month
-10.48%
Beta vs VTSAX
1.24
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.