Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.06%
3 year
12.23%
5 year
5.75%
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.)
8.04%
Sharpe
1.28
Sortino
2.28
Max drawdown
-19.34%
Best month
7.27%
Worst month
-9.05%
Beta vs VTSAX
0.58
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.