Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.05%
3 year
11.71%
5 year
7.46%
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.)
11.34%
Sharpe
1.08
Sortino
1.78
Max drawdown
-22.78%
Best month
9.63%
Worst month
-17.50%
Beta vs VTSAX
0.64
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.