Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.72%
3 year
11.66%
5 year
8.15%
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.)
13.48%
Sharpe
0.78
Sortino
1.26
Max drawdown
-24.76%
Best month
13.93%
Worst month
-15.83%
Beta vs VTSAX
0.87
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.