Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.30%
3 year
15.59%
5 year
11.46%
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
75 months through March 31, 2026Volatility (ann.)
14.93%
Sharpe
0.98
Sortino
1.86
Max drawdown
-13.17%
Best month
14.25%
Worst month
-10.80%
Beta vs VTSAX
0.93
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.