Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.05%
3 year
11.49%
5 year
10.84%
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.)
12.64%
Sharpe
0.91
Sortino
1.59
Max drawdown
-16.62%
Best month
16.35%
Worst month
-9.45%
Beta vs VTSAX
0.79
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.