Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.37%
3 year
32.89%
5 year
12.51%
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.)
15.91%
Sharpe
1.29
Sortino
2.45
Max drawdown
-43.96%
Best month
13.60%
Worst month
-14.95%
Beta vs VTSAX
0.39
Correlation
0.31
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.