Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.31%
3 year
14.31%
5 year
7.50%
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.)
8.50%
Sharpe
1.36
Sortino
2.50
Max drawdown
-20.93%
Best month
7.69%
Worst month
-7.37%
Beta vs VTSAX
0.65
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.