Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.10%
3 year
22.76%
5 year
13.89%
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.)
11.66%
Sharpe
1.61
Sortino
3.21
Max drawdown
-24.41%
Best month
12.28%
Worst month
-12.37%
Beta vs VTSAX
0.91
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.