Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.87%
3 year
14.05%
5 year
12.24%
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.)
16.16%
Sharpe
0.89
Sortino
1.73
Max drawdown
-34.30%
Best month
15.64%
Worst month
-23.95%
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.