Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.91%
3 year
9.70%
5 year
8.76%
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
80 months through March 31, 2026Volatility (ann.)
10.35%
Sharpe
1.05
Sortino
1.77
Max drawdown
-21.40%
Best month
9.50%
Worst month
-12.93%
Beta vs VTSAX
0.54
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.