Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.25%
3 year
14.32%
5 year
13.79%
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.)
12.95%
Sharpe
1.24
Sortino
2.21
Max drawdown
-27.39%
Best month
13.88%
Worst month
-16.22%
Beta vs VTSAX
0.79
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.