Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.12%
3 year
16.50%
5 year
4.19%
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.)
15.65%
Sharpe
0.65
Sortino
1.07
Max drawdown
-36.89%
Best month
12.67%
Worst month
-11.54%
Beta vs VTSAX
1.11
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.