Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.83%
3 year
17.72%
5 year
11.71%
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.)
11.59%
Sharpe
1.28
Sortino
2.37
Max drawdown
-22.94%
Best month
12.51%
Worst month
-12.80%
Beta vs VTSAX
0.90
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.