Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.60%
3 year
39.14%
5 year
13.05%
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.)
20.45%
Sharpe
1.24
Sortino
2.30
Max drawdown
-42.97%
Best month
16.67%
Worst month
-13.42%
Beta vs VTSAX
1.38
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.