Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.77%
3 year
21.24%
5 year
6.78%
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.)
14.30%
Sharpe
0.98
Sortino
1.79
Max drawdown
-39.84%
Best month
15.04%
Worst month
-12.13%
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.