Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.10%
3 year
14.22%
5 year
10.79%
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.)
18.36%
Sharpe
0.95
Sortino
1.79
Max drawdown
-35.78%
Best month
19.22%
Worst month
-25.20%
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.