Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.89%
3 year
20.33%
5 year
15.14%
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.)
13.68%
Sharpe
1.20
Sortino
2.46
Max drawdown
-29.75%
Best month
17.52%
Worst month
-21.07%
Beta vs VTSAX
0.89
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.