Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.61%
3 year
14.70%
5 year
11.98%
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.)
10.53%
Sharpe
1.34
Sortino
2.37
Max drawdown
-21.84%
Best month
10.79%
Worst month
-13.06%
Beta vs VTSAX
0.70
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.