Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.64%
3 year
16.04%
5 year
11.58%
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.)
21.69%
Sharpe
0.97
Sortino
1.99
Max drawdown
-40.40%
Best month
17.49%
Worst month
-27.60%
Beta vs VTSAX
1.31
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.