Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.81%
3 year
12.91%
5 year
11.12%
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.)
16.15%
Sharpe
0.82
Sortino
1.56
Max drawdown
-34.48%
Best month
15.54%
Worst month
-24.03%
Beta vs VTSAX
1.03
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.