Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.56%
3 year
16.38%
5 year
17.72%
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.)
11.38%
Sharpe
1.78
Sortino
3.95
Max drawdown
-25.03%
Best month
7.67%
Worst month
-5.91%
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.