Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.17%
3 year
32.70%
5 year
12.44%
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.)
19.13%
Sharpe
1.16
Sortino
2.31
Max drawdown
-37.92%
Best month
14.99%
Worst month
-13.11%
Beta vs VTSAX
1.30
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.