Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.24%
3 year
14.39%
5 year
12.78%
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.)
12.62%
Sharpe
1.21
Sortino
2.18
Max drawdown
-29.53%
Best month
14.73%
Worst month
-18.56%
Beta vs VTSAX
0.87
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.