Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.84%
3 year
15.04%
5 year
7.86%
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.)
9.77%
Sharpe
1.25
Sortino
2.21
Max drawdown
-22.25%
Best month
9.27%
Worst month
-10.51%
Beta vs VTSAX
0.72
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.