Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.09%
3 year
14.98%
5 year
9.51%
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.)
7.54%
Sharpe
1.55
Sortino
2.69
Max drawdown
-18.47%
Best month
7.74%
Worst month
-8.97%
Beta vs VTSAX
0.57
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.