Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.31%
3 year
37.84%
5 year
12.75%
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.)
20.62%
Sharpe
1.16
Sortino
2.11
Max drawdown
-41.88%
Best month
17.57%
Worst month
-14.23%
Beta vs VTSAX
1.40
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.