Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.09%
3 year
13.36%
5 year
6.41%
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.)
11.28%
Sharpe
0.90
Sortino
1.49
Max drawdown
-25.71%
Best month
10.82%
Worst month
-13.45%
Beta vs VTSAX
0.85
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.