Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.93%
3 year
23.28%
5 year
5.52%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
68 months through March 31, 2026Volatility (ann.)
16.06%
Sharpe
0.89
Sortino
1.54
Max drawdown
-43.03%
Best month
13.48%
Worst month
-13.09%
Beta vs VTSAX
1.14
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.