Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.68%
3 year
10.86%
5 year
7.84%
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.)
12.26%
Sharpe
0.88
Sortino
1.47
Max drawdown
-26.91%
Best month
16.16%
Worst month
-17.04%
Beta vs VTSAX
0.79
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.