Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.75%
3 year
60.02%
5 year
20.39%
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.)
29.62%
Sharpe
1.22
Sortino
2.38
Max drawdown
-60.26%
Best month
30.27%
Worst month
-26.92%
Beta vs VTSAX
2.09
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.