Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.10%
3 year
24.13%
5 year
11.47%
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.)
21.94%
Sharpe
0.91
Sortino
1.62
Max drawdown
-35.07%
Best month
15.83%
Worst month
-12.86%
Beta vs VTSAX
1.52
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.