Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.02%
3 year
13.70%
5 year
3.81%
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
80 months through March 31, 2026Volatility (ann.)
20.01%
Sharpe
0.72
Sortino
1.27
Max drawdown
-33.75%
Best month
17.77%
Worst month
-19.92%
Beta vs VTSAX
1.39
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.