Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.72%
3 year
12.88%
5 year
4.81%
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.)
14.57%
Sharpe
0.92
Sortino
1.54
Max drawdown
-19.76%
Best month
9.59%
Worst month
-8.70%
Beta vs VTSAX
1.06
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.