Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.36%
3 year
10.77%
5 year
0.80%
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.)
12.90%
Sharpe
0.61
Sortino
0.99
Max drawdown
-32.69%
Best month
12.93%
Worst month
-14.69%
Beta vs VTSAX
1.00
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.