Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.18%
3 year
22.56%
5 year
22.38%
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.)
7.80%
Sharpe
2.65
Sortino
7.06
Max drawdown
-22.42%
Best month
11.10%
Worst month
-5.96%
Beta vs VTSAX
-0.11
Correlation
-0.18
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.