Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.94%
3 year
15.40%
5 year
7.89%
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
75 months through March 31, 2026Volatility (ann.)
12.00%
Sharpe
1.08
Sortino
1.94
Max drawdown
-24.32%
Best month
11.13%
Worst month
-13.08%
Beta vs VTSAX
0.93
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.