Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.86%
3 year
23.97%
5 year
14.08%
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.)
12.69%
Sharpe
1.59
Sortino
3.07
Max drawdown
-24.99%
Best month
11.74%
Worst month
-14.06%
Beta vs VTSAX
0.97
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.