Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.27%
3 year
24.45%
5 year
14.26%
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.)
12.09%
Sharpe
1.55
Sortino
3.06
Max drawdown
-25.17%
Best month
11.01%
Worst month
-9.38%
Beta vs VTSAX
0.94
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.