Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.36%
3 year
14.42%
5 year
13.91%
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.)
12.94%
Sharpe
1.25
Sortino
2.24
Max drawdown
-27.36%
Best month
13.87%
Worst month
-16.17%
Beta vs VTSAX
0.79
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.