Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.20%
3 year
27.08%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
49 months through March 31, 2026Volatility (ann.)
14.57%
Sharpe
1.25
Sortino
2.44
Max drawdown
-28.22%
Best month
11.21%
Worst month
-13.11%
Beta vs VTSAX
0.97
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.