Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.94%
3 year
15.53%
5 year
9.91%
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.)
11.97%
Sharpe
0.75
Sortino
1.34
Max drawdown
-26.41%
Best month
13.70%
Worst month
-9.12%
Beta vs VTSAX
0.85
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.