Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.82%
3 year
10.84%
5 year
4.81%
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.)
7.27%
Sharpe
1.22
Sortino
2.10
Max drawdown
-17.37%
Best month
6.05%
Worst month
-7.72%
Beta vs VTSAX
0.52
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.