Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.69%
3 year
16.25%
5 year
14.51%
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
75 months through March 31, 2026Volatility (ann.)
16.71%
Sharpe
0.95
Sortino
2.07
Max drawdown
-36.26%
Best month
19.47%
Worst month
-26.88%
Beta vs VTSAX
0.96
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.