Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.89%
3 year
22.48%
5 year
12.33%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
12.08%
Sharpe
1.46
Sortino
2.87
Max drawdown
-26.97%
Best month
12.85%
Worst month
-14.45%
Beta vs VTSAX
0.94
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.