Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.99%
3 year
23.67%
5 year
14.38%
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.)
13.13%
Sharpe
1.51
Sortino
2.75
Max drawdown
-22.77%
Best month
11.68%
Worst month
-12.20%
Beta vs VTSAX
0.93
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.