Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.16%
3 year
11.34%
5 year
9.66%
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.)
18.36%
Sharpe
0.71
Sortino
1.30
Max drawdown
-34.66%
Best month
18.55%
Worst month
-23.58%
Beta vs VTSAX
1.18
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.