Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.87%
3 year
18.08%
5 year
10.86%
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.)
12.56%
Sharpe
1.55
Sortino
3.01
Max drawdown
-29.63%
Best month
17.25%
Worst month
-19.93%
Beta vs VTSAX
0.53
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.