Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.73%
3 year
28.43%
5 year
1.96%
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.)
17.47%
Sharpe
0.92
Sortino
1.72
Max drawdown
-52.71%
Best month
18.03%
Worst month
-17.18%
Beta vs VTSAX
1.18
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.