Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.07%
3 year
24.04%
5 year
15.91%
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.)
12.21%
Sharpe
1.69
Sortino
3.35
Max drawdown
-25.72%
Best month
13.73%
Worst month
-17.59%
Beta vs VTSAX
0.94
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.