Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.23%
3 year
20.49%
5 year
15.82%
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.)
11.44%
Sharpe
1.60
Sortino
3.23
Max drawdown
-23.49%
Best month
15.26%
Worst month
-13.85%
Beta vs VTSAX
0.86
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.