Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.28%
3 year
17.14%
5 year
14.65%
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.)
12.38%
Sharpe
1.15
Sortino
2.46
Max drawdown
-33.02%
Best month
20.71%
Worst month
-23.32%
Beta vs VTSAX
0.76
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.