Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.78%
3 year
28.60%
5 year
12.69%
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.)
16.05%
Sharpe
1.25
Sortino
2.43
Max drawdown
-31.37%
Best month
16.78%
Worst month
-12.22%
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.