Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.75%
3 year
20.22%
5 year
11.15%
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.)
16.44%
Sharpe
1.45
Sortino
3.14
Max drawdown
-27.02%
Best month
11.19%
Worst month
-16.42%
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.