Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.40%
3 year
12.12%
5 year
5.83%
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.)
17.63%
Sharpe
0.67
Sortino
1.20
Max drawdown
-31.75%
Best month
15.22%
Worst month
-22.09%
Beta vs VTSAX
1.16
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.