Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.13%
3 year
15.08%
5 year
7.61%
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.)
9.66%
Sharpe
1.30
Sortino
2.33
Max drawdown
-22.42%
Best month
9.19%
Worst month
-11.57%
Beta vs VTSAX
0.72
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.