Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.33%
3 year
17.01%
5 year
11.84%
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.)
12.30%
Sharpe
1.09
Sortino
1.90
Max drawdown
-31.22%
Best month
11.43%
Worst month
-13.49%
Beta vs VTSAX
0.66
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.