Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.83%
3 year
10.22%
5 year
9.99%
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.)
12.74%
Sharpe
0.86
Sortino
1.42
Max drawdown
-26.52%
Best month
13.06%
Worst month
-16.82%
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.