Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.41%
3 year
21.58%
5 year
12.14%
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.)
12.67%
Sharpe
1.36
Sortino
2.60
Max drawdown
-25.43%
Best month
13.43%
Worst month
-13.81%
Beta vs VTSAX
1.01
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.