Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.79%
3 year
35.21%
5 year
10.84%
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.)
20.20%
Sharpe
1.39
Sortino
2.73
Max drawdown
-34.64%
Best month
13.15%
Worst month
-13.19%
Beta vs VTSAX
1.38
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.