Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.46%
3 year
26.50%
5 year
12.44%
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.)
22.18%
Sharpe
1.18
Sortino
2.14
Max drawdown
-31.94%
Best month
17.65%
Worst month
-17.56%
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.