Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.87%
3 year
23.75%
5 year
12.48%
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.)
11.87%
Sharpe
1.54
Sortino
3.00
Max drawdown
-34.22%
Best month
12.71%
Worst month
-14.30%
Beta vs VTSAX
0.59
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.