Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.74%
3 year
27.08%
5 year
11.22%
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.)
14.75%
Sharpe
1.27
Sortino
2.41
Max drawdown
-32.91%
Best month
15.26%
Worst month
-11.61%
Beta vs VTSAX
1.06
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.