Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.68%
3 year
13.57%
5 year
0.46%
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
81 months through March 31, 2026Volatility (ann.)
17.79%
Sharpe
0.60
Sortino
0.99
Max drawdown
-36.74%
Best month
16.80%
Worst month
-18.79%
Beta vs VTSAX
1.28
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.