Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.10%
3 year
26.42%
5 year
15.34%
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
75 months through March 31, 2026Volatility (ann.)
23.66%
Sharpe
1.16
Sortino
2.29
Max drawdown
-31.32%
Best month
16.73%
Worst month
-13.66%
Beta vs VTSAX
1.42
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.