Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.33%
3 year
28.93%
5 year
12.23%
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.)
15.91%
Sharpe
1.24
Sortino
2.24
Max drawdown
-31.13%
Best month
12.16%
Worst month
-12.51%
Beta vs VTSAX
1.11
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.