Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.55%
3 year
20.66%
5 year
13.22%
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.)
13.00%
Sharpe
1.25
Sortino
2.37
Max drawdown
-22.28%
Best month
12.05%
Worst month
-14.08%
Beta vs VTSAX
1.02
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.