Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.21%
3 year
28.53%
5 year
15.77%
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.)
18.24%
Sharpe
1.16
Sortino
2.14
Max drawdown
-36.83%
Best month
19.35%
Worst month
-21.90%
Beta vs VTSAX
1.44
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.