Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.09%
3 year
16.02%
5 year
17.32%
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.)
11.31%
Sharpe
1.76
Sortino
3.89
Max drawdown
-25.40%
Best month
7.72%
Worst month
-5.88%
Beta vs VTSAX
0.01
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.