Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.03%
3 year
28.92%
5 year
8.79%
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.)
14.83%
Sharpe
1.20
Sortino
2.21
Max drawdown
-41.10%
Best month
14.26%
Worst month
-15.32%
Beta vs VTSAX
1.05
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.