Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.92%
3 year
37.09%
5 year
19.94%
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.)
24.42%
Sharpe
1.10
Sortino
2.02
Max drawdown
-45.92%
Best month
25.24%
Worst month
-29.17%
Beta vs VTSAX
1.93
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.