Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.94%
3 year
33.55%
5 year
13.10%
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.)
15.92%
Sharpe
1.33
Sortino
2.53
Max drawdown
-43.74%
Best month
13.67%
Worst month
-14.91%
Beta vs VTSAX
0.40
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.