Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.22%
3 year
31.71%
5 year
11.60%
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.)
19.12%
Sharpe
1.11
Sortino
2.19
Max drawdown
-38.27%
Best month
14.91%
Worst month
-13.16%
Beta vs VTSAX
1.30
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.