Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.20%
3 year
31.28%
5 year
13.58%
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.)
14.84%
Sharpe
1.40
Sortino
2.85
Max drawdown
-33.50%
Best month
15.10%
Worst month
-13.47%
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.