Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.82%
3 year
29.41%
5 year
12.95%
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.)
15.79%
Sharpe
1.32
Sortino
2.53
Max drawdown
-32.69%
Best month
15.06%
Worst month
-11.98%
Beta vs VTSAX
1.20
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.