Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.74%
3 year
14.49%
5 year
13.03%
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
78 months through Dec. 31, 2025Volatility (ann.)
12.32%
Sharpe
1.18
Sortino
2.20
Max drawdown
-16.10%
Best month
15.25%
Worst month
-8.93%
Beta vs VTSAX
0.83
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.