Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.25%
3 year
31.26%
5 year
10.08%
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.)
16.69%
Sharpe
1.16
Sortino
2.16
Max drawdown
-40.20%
Best month
15.54%
Worst month
-14.18%
Beta vs VTSAX
1.15
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.