Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.00%
3 year
22.85%
5 year
11.68%
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.)
11.86%
Sharpe
1.47
Sortino
2.82
Max drawdown
-34.47%
Best month
12.65%
Worst month
-14.36%
Beta vs VTSAX
0.59
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.