Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.80%
3 year
16.00%
5 year
14.49%
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.)
13.16%
Sharpe
1.12
Sortino
2.20
Max drawdown
-36.44%
Best month
21.14%
Worst month
-25.51%
Beta vs VTSAX
0.82
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.