Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.07%
3 year
23.08%
5 year
15.16%
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.)
12.41%
Sharpe
1.55
Sortino
3.13
Max drawdown
-21.45%
Best month
12.83%
Worst month
-12.89%
Beta vs VTSAX
0.97
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.