Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.40%
3 year
15.10%
5 year
8.57%
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.)
9.05%
Sharpe
1.49
Sortino
2.67
Max drawdown
-20.82%
Best month
8.56%
Worst month
-9.11%
Beta vs VTSAX
0.68
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.