Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.30%
3 year
31.27%
5 year
13.01%
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.)
16.05%
Sharpe
1.31
Sortino
2.45
Max drawdown
-34.88%
Best month
15.02%
Worst month
-12.48%
Beta vs VTSAX
1.13
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.