Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.12%
3 year
14.53%
5 year
7.08%
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.)
11.99%
Sharpe
1.01
Sortino
1.79
Max drawdown
-24.72%
Best month
10.98%
Worst month
-13.12%
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.