Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.34%
3 year
12.20%
5 year
10.18%
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.)
9.97%
Sharpe
1.26
Sortino
2.26
Max drawdown
-21.05%
Best month
12.36%
Worst month
-12.18%
Beta vs VTSAX
0.58
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.