Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.26%
3 year
15.36%
5 year
9.49%
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.)
15.75%
Sharpe
0.91
Sortino
1.64
Max drawdown
-20.71%
Best month
12.46%
Worst month
-11.57%
Beta vs VTSAX
1.17
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.