Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.53%
3 year
29.68%
5 year
27.81%
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.)
7.91%
Sharpe
3.38
Sortino
12.24
Max drawdown
-18.28%
Best month
11.62%
Worst month
-8.09%
Beta vs VTSAX
0.19
Correlation
0.30
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.