Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.50%
3 year
22.72%
5 year
13.66%
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.)
12.66%
Sharpe
1.41
Sortino
2.77
Max drawdown
-22.04%
Best month
13.77%
Worst month
-12.55%
Beta vs VTSAX
0.96
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.