Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.00%
3 year
21.86%
5 year
12.58%
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.)
13.23%
Sharpe
1.35
Sortino
2.42
Max drawdown
-24.58%
Best month
13.71%
Worst month
-13.60%
Beta vs VTSAX
0.97
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.