Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.43%
3 year
10.83%
5 year
10.60%
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.)
12.72%
Sharpe
0.91
Sortino
1.53
Max drawdown
-26.40%
Best month
13.12%
Worst month
-16.76%
Beta vs VTSAX
0.84
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.