Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.30%
3 year
11.99%
5 year
11.06%
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.)
14.44%
Sharpe
1.12
Sortino
1.97
Max drawdown
-19.70%
Best month
10.97%
Worst month
-11.08%
Beta vs VTSAX
0.51
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.