Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.86%
3 year
12.78%
5 year
11.33%
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
78 months through March 31, 2026Volatility (ann.)
15.14%
Sharpe
1.07
Sortino
2.04
Max drawdown
-35.37%
Best month
15.26%
Worst month
-24.24%
Beta vs VTSAX
0.99
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.