Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.55%
3 year
31.75%
5 year
15.65%
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.)
15.15%
Sharpe
1.40
Sortino
2.70
Max drawdown
-31.01%
Best month
11.84%
Worst month
-12.30%
Beta vs VTSAX
1.05
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.