Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.53%
3 year
17.68%
5 year
10.84%
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.)
12.14%
Sharpe
1.16
Sortino
2.11
Max drawdown
-23.19%
Best month
12.11%
Worst month
-12.44%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.