Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.72%
3 year
20.03%
5 year
11.05%
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.)
12.08%
Sharpe
1.35
Sortino
2.43
Max drawdown
-26.50%
Best month
11.77%
Worst month
-15.33%
Beta vs VTSAX
0.92
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.