Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.57%
3 year
14.13%
5 year
6.86%
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.)
11.36%
Sharpe
1.03
Sortino
1.82
Max drawdown
-23.58%
Best month
9.35%
Worst month
-11.72%
Beta vs VTSAX
0.88
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.