Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.90%
3 year
29.71%
5 year
2.98%
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.)
17.49%
Sharpe
0.98
Sortino
1.88
Max drawdown
-51.99%
Best month
18.12%
Worst month
-17.11%
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.