Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.55%
3 year
22.47%
5 year
0.07%
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.)
23.60%
Sharpe
0.56
Sortino
1.00
Max drawdown
-53.27%
Best month
19.16%
Worst month
-20.59%
Beta vs VTSAX
1.29
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.