Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.24%
3 year
11.50%
5 year
10.64%
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.)
15.29%
Sharpe
0.78
Sortino
1.35
Max drawdown
-33.97%
Best month
15.36%
Worst month
-23.81%
Beta vs VTSAX
1.02
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.