Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.06%
3 year
18.37%
5 year
6.27%
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
75 months through March 31, 2026Volatility (ann.)
13.22%
Sharpe
1.11
Sortino
2.09
Max drawdown
-25.70%
Best month
9.53%
Worst month
-8.90%
Beta vs VTSAX
0.93
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.