Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.96%
3 year
14.81%
5 year
10.12%
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.)
16.75%
Sharpe
0.92
Sortino
1.65
Max drawdown
-29.80%
Best month
14.27%
Worst month
-21.06%
Beta vs VTSAX
1.17
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.