Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.75%
3 year
14.56%
5 year
8.35%
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.)
8.64%
Sharpe
1.48
Sortino
2.93
Max drawdown
-19.96%
Best month
9.46%
Worst month
-13.16%
Beta vs VTSAX
0.57
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.