Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.41%
3 year
10.37%
5 year
6.46%
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.)
9.80%
Sharpe
1.10
Sortino
2.02
Max drawdown
-16.71%
Best month
6.44%
Worst month
-5.86%
Beta vs VTSAX
0.69
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.