Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.58%
3 year
10.79%
5 year
9.11%
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.)
18.33%
Sharpe
0.68
Sortino
1.24
Max drawdown
-34.74%
Best month
18.52%
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.