Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.41%
3 year
24.15%
5 year
14.14%
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.)
12.32%
Sharpe
1.49
Sortino
3.06
Max drawdown
-23.39%
Best month
12.73%
Worst month
-9.58%
Beta vs VTSAX
0.95
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.