Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.57%
3 year
18.46%
5 year
5.19%
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.)
12.98%
Sharpe
0.82
Sortino
1.44
Max drawdown
-31.11%
Best month
8.65%
Worst month
-12.54%
Beta vs VTSAX
0.82
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.