Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.94%
3 year
11.35%
5 year
6.09%
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.)
16.35%
Sharpe
0.73
Sortino
1.27
Max drawdown
-26.18%
Best month
14.46%
Worst month
-17.97%
Beta vs VTSAX
1.15
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.