Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.68%
3 year
13.46%
5 year
0.37%
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.)
17.72%
Sharpe
0.60
Sortino
0.99
Max drawdown
-37.12%
Best month
16.52%
Worst month
-19.08%
Beta vs VTSAX
1.27
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.