Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.66%
3 year
9.60%
5 year
13.96%
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.)
14.32%
Sharpe
1.22
Sortino
2.37
Max drawdown
-16.51%
Best month
12.72%
Worst month
-8.91%
Beta vs VTSAX
-0.32
Correlation
-0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.