Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.79%
3 year
22.34%
5 year
12.43%
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.)
12.19%
Sharpe
1.38
Sortino
2.61
Max drawdown
-25.86%
Best month
13.15%
Worst month
-12.35%
Beta vs VTSAX
0.95
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.