Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.93%
3 year
16.26%
5 year
20.77%
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.)
12.19%
Sharpe
1.64
Sortino
3.71
Max drawdown
-26.45%
Best month
14.02%
Worst month
-7.78%
Beta vs VTSAX
-0.08
Correlation
-0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.