Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.69%
3 year
12.65%
5 year
10.90%
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.)
10.68%
Sharpe
1.38
Sortino
2.69
Max drawdown
-27.39%
Best month
12.43%
Worst month
-18.09%
Beta vs VTSAX
0.73
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.