Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.46%
3 year
30.90%
5 year
12.30%
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
71 months through March 31, 2026Volatility (ann.)
14.35%
Sharpe
1.41
Sortino
2.67
Max drawdown
-35.28%
Best month
12.06%
Worst month
-14.01%
Beta vs VTSAX
1.01
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.