Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.13%
3 year
25.81%
5 year
16.33%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through March 31, 2026Volatility (ann.)
13.58%
Sharpe
1.61
Sortino
3.30
Max drawdown
-24.65%
Best month
10.48%
Worst month
-9.82%
Beta vs VTSAX
1.03
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.