Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.68%
3 year
21.13%
5 year
11.96%
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.)
16.48%
Sharpe
1.51
Sortino
3.31
Max drawdown
-26.65%
Best month
11.27%
Worst month
-16.35%
Beta vs VTSAX
1.08
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.