Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.96%
3 year
16.13%
5 year
12.20%
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.)
20.05%
Sharpe
0.75
Sortino
1.39
Max drawdown
-21.12%
Best month
14.69%
Worst month
-9.76%
Beta vs VTSAX
1.32
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.