Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.91%
3 year
26.92%
5 year
12.79%
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.)
22.19%
Sharpe
1.20
Sortino
2.18
Max drawdown
-31.81%
Best month
17.68%
Worst month
-17.53%
Beta vs VTSAX
1.62
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.