Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.33%
3 year
16.26%
5 year
9.73%
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.)
11.33%
Sharpe
1.13
Sortino
2.01
Max drawdown
-30.64%
Best month
11.80%
Worst month
-16.07%
Beta vs VTSAX
0.59
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.