Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.84%
3 year
26.85%
5 year
12.41%
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.)
15.63%
Sharpe
1.25
Sortino
2.48
Max drawdown
-28.07%
Best month
17.88%
Worst month
-10.84%
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.