Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.99%
3 year
28.19%
5 year
1.65%
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.)
20.95%
Sharpe
0.92
Sortino
1.60
Max drawdown
-52.03%
Best month
18.45%
Worst month
-17.42%
Beta vs VTSAX
1.50
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.