Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.47%
3 year
20.93%
5 year
13.92%
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
81 months through March 31, 2026Volatility (ann.)
13.74%
Sharpe
1.22
Sortino
2.40
Max drawdown
-23.79%
Best month
14.17%
Worst month
-16.22%
Beta vs VTSAX
1.04
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.