Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.89%
3 year
13.54%
5 year
11.35%
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.)
18.23%
Sharpe
0.64
Sortino
1.12
Max drawdown
-29.90%
Best month
17.03%
Worst month
-20.13%
Beta vs VTSAX
1.22
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.