Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.40%
3 year
27.47%
5 year
12.97%
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.)
15.64%
Sharpe
1.29
Sortino
2.57
Max drawdown
-27.81%
Best month
17.94%
Worst month
-10.80%
Beta vs VTSAX
1.11
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.