Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.89%
3 year
15.71%
5 year
11.73%
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.)
11.34%
Sharpe
1.09
Sortino
1.97
Max drawdown
-19.75%
Best month
13.21%
Worst month
-13.09%
Beta vs VTSAX
0.87
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.