Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.21%
3 year
16.00%
5 year
13.80%
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
79 months through March 31, 2026Volatility (ann.)
13.69%
Sharpe
1.11
Sortino
2.08
Max drawdown
-36.63%
Best month
21.03%
Worst month
-25.92%
Beta vs VTSAX
0.84
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.