Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.54%
3 year
33.87%
5 year
11.50%
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.)
16.59%
Sharpe
1.34
Sortino
2.52
Max drawdown
-39.99%
Best month
15.59%
Worst month
-14.07%
Beta vs VTSAX
1.15
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.