Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.81%
3 year
13.79%
5 year
6.38%
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.)
11.96%
Sharpe
0.72
Sortino
1.17
Max drawdown
-29.17%
Best month
11.72%
Worst month
-13.35%
Beta vs VTSAX
0.83
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.