Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.97%
3 year
12.21%
5 year
5.91%
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.)
6.23%
Sharpe
1.71
Sortino
3.26
Max drawdown
-16.65%
Best month
5.23%
Worst month
-5.89%
Beta vs VTSAX
0.45
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.