Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.61%
3 year
11.34%
5 year
9.23%
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.)
10.92%
Sharpe
0.83
Sortino
1.38
Max drawdown
-21.07%
Best month
11.91%
Worst month
-12.96%
Beta vs VTSAX
0.80
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.