Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.31%
3 year
16.38%
5 year
11.57%
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.)
18.28%
Sharpe
0.90
Sortino
1.73
Max drawdown
-16.60%
Best month
12.24%
Worst month
-8.04%
Beta vs VTSAX
1.25
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.