Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.07%
3 year
15.11%
5 year
11.65%
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.)
18.37%
Sharpe
1.00
Sortino
1.90
Max drawdown
-35.72%
Best month
19.25%
Worst month
-25.19%
Beta vs VTSAX
1.14
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.