Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.88%
3 year
12.42%
5 year
7.93%
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.)
8.92%
Sharpe
1.09
Sortino
1.95
Max drawdown
-18.59%
Best month
9.19%
Worst month
-10.02%
Beta vs VTSAX
0.67
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.