Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.09%
3 year
14.90%
5 year
5.05%
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.)
9.60%
Sharpe
1.24
Sortino
2.37
Max drawdown
-19.99%
Best month
7.99%
Worst month
-7.46%
Beta vs VTSAX
0.74
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.