Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.00%
3 year
23.08%
5 year
12.01%
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.)
12.87%
Sharpe
1.27
Sortino
2.37
Max drawdown
-26.68%
Best month
15.79%
Worst month
-10.81%
Beta vs VTSAX
0.98
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.