Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.41%
3 year
10.87%
5 year
9.50%
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.)
15.60%
Sharpe
0.86
Sortino
1.61
Max drawdown
-31.76%
Best month
17.42%
Worst month
-18.47%
Beta vs VTSAX
0.92
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.