Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.92%
3 year
27.65%
5 year
11.86%
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.)
16.02%
Sharpe
1.19
Sortino
2.29
Max drawdown
-31.75%
Best month
16.65%
Worst month
-12.24%
Beta vs VTSAX
1.16
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.