Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.11%
3 year
33.22%
5 year
15.78%
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.)
15.62%
Sharpe
1.38
Sortino
2.64
Max drawdown
-31.35%
Best month
14.77%
Worst month
-12.56%
Beta vs VTSAX
1.10
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.