Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.08%
3 year
14.93%
5 year
6.20%
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.)
11.60%
Sharpe
1.07
Sortino
1.96
Max drawdown
-29.62%
Best month
14.77%
Worst month
-14.22%
Beta vs VTSAX
0.86
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.