Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.00%
3 year
14.78%
5 year
5.46%
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.)
10.77%
Sharpe
1.08
Sortino
1.94
Max drawdown
-29.98%
Best month
9.39%
Worst month
-9.75%
Beta vs VTSAX
0.81
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.