Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.11%
3 year
29.49%
5 year
16.64%
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.)
18.25%
Sharpe
1.21
Sortino
2.25
Max drawdown
-36.48%
Best month
19.43%
Worst month
-21.84%
Beta vs VTSAX
1.44
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.