Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.97%
3 year
17.53%
5 year
7.77%
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.)
11.94%
Sharpe
1.08
Sortino
1.83
Max drawdown
-30.71%
Best month
11.75%
Worst month
-16.36%
Beta vs VTSAX
0.87
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.