Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.32%
3 year
15.78%
5 year
8.51%
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.)
9.16%
Sharpe
1.36
Sortino
2.60
Max drawdown
-18.99%
Best month
8.99%
Worst month
-9.66%
Beta vs VTSAX
0.70
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.