Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.23%
3 year
22.07%
5 year
13.73%
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.)
12.20%
Sharpe
1.41
Sortino
2.79
Max drawdown
-24.18%
Best month
11.26%
Worst month
-9.25%
Beta vs VTSAX
0.96
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.