Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.48%
3 year
33.03%
5 year
12.71%
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.)
19.14%
Sharpe
1.18
Sortino
2.35
Max drawdown
-37.80%
Best month
15.01%
Worst month
-13.08%
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.