Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.16%
3 year
21.45%
5 year
6.97%
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.)
14.29%
Sharpe
1.00
Sortino
1.82
Max drawdown
-39.74%
Best month
15.02%
Worst month
-12.10%
Beta vs VTSAX
1.05
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.