Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.33%
3 year
29.27%
5 year
9.07%
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.)
14.84%
Sharpe
1.23
Sortino
2.26
Max drawdown
-40.92%
Best month
14.30%
Worst month
-15.32%
Beta vs VTSAX
1.05
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.