Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.71%
3 year
19.70%
5 year
10.82%
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.)
9.97%
Sharpe
1.68
Sortino
3.38
Max drawdown
-28.33%
Best month
9.67%
Worst month
-11.97%
Beta vs VTSAX
0.27
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.