Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.36%
3 year
16.88%
5 year
12.44%
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.)
12.30%
Sharpe
1.02
Sortino
1.81
Max drawdown
-28.53%
Best month
16.65%
Worst month
-19.58%
Beta vs VTSAX
0.78
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.