Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.38%
3 year
8.72%
5 year
2.43%
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.)
11.87%
Sharpe
0.62
Sortino
0.95
Max drawdown
-26.44%
Best month
12.67%
Worst month
-10.00%
Beta vs VTSAX
0.85
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.