Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.16%
3 year
16.45%
5 year
11.65%
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.)
17.92%
Sharpe
1.01
Sortino
2.06
Max drawdown
-35.41%
Best month
17.51%
Worst month
-26.13%
Beta vs VTSAX
1.06
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.