Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.40%
3 year
23.44%
5 year
15.02%
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.)
12.31%
Sharpe
1.53
Sortino
3.01
Max drawdown
-22.69%
Best month
13.10%
Worst month
-12.73%
Beta vs VTSAX
0.96
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.