Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.15%
3 year
12.54%
5 year
5.50%
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.)
10.39%
Sharpe
1.01
Sortino
1.75
Max drawdown
-25.12%
Best month
10.58%
Worst month
-13.43%
Beta vs VTSAX
0.77
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.