Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.90%
3 year
13.28%
5 year
9.25%
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.)
10.38%
Sharpe
1.03
Sortino
1.78
Max drawdown
-11.79%
Best month
9.96%
Worst month
-6.39%
Beta vs VTSAX
0.79
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.