Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.42%
3 year
32.93%
5 year
17.11%
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
80 months through March 31, 2026Volatility (ann.)
15.02%
Sharpe
1.61
Sortino
3.30
Max drawdown
-28.93%
Best month
14.76%
Worst month
-11.21%
Beta vs VTSAX
1.08
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.