Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.33%
3 year
20.35%
5 year
15.27%
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.)
13.56%
Sharpe
1.20
Sortino
2.48
Max drawdown
-30.41%
Best month
17.90%
Worst month
-21.68%
Beta vs VTSAX
0.88
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.