Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.11%
3 year
19.40%
5 year
9.61%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through March 31, 2026Volatility (ann.)
16.43%
Sharpe
0.82
Sortino
1.54
Max drawdown
-27.45%
Best month
14.70%
Worst month
-10.81%
Beta vs VTSAX
1.14
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.