Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.55%
3 year
21.18%
5 year
14.89%
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.)
24.59%
Sharpe
0.73
Sortino
1.23
Max drawdown
-46.30%
Best month
28.94%
Worst month
-31.92%
Beta vs VTSAX
1.77
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.