Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.31%
3 year
30.29%
5 year
12.73%
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
1.34
Sortino
2.69
Max drawdown
-33.99%
Best month
15.07%
Worst month
-13.52%
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.