Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.35%
3 year
32.78%
5 year
14.62%
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.)
16.51%
Sharpe
1.40
Sortino
2.74
Max drawdown
-32.91%
Best month
14.22%
Worst month
-12.07%
Beta vs VTSAX
1.19
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.