Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.69%
3 year
36.82%
5 year
19.01%
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.)
27.13%
Sharpe
1.10
Sortino
2.36
Max drawdown
-38.34%
Best month
19.12%
Worst month
-15.89%
Beta vs VTSAX
1.59
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.