Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.60%
3 year
12.33%
5 year
-1.87%
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.)
20.63%
Sharpe
0.41
Sortino
0.67
Max drawdown
-42.98%
Best month
18.52%
Worst month
-14.46%
Beta vs VTSAX
1.47
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.