Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.00%
3 year
21.17%
5 year
12.31%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
69 months through March 31, 2026Volatility (ann.)
12.28%
Sharpe
1.32
Sortino
2.44
Max drawdown
-27.07%
Best month
12.30%
Worst month
-9.33%
Beta vs VTSAX
0.95
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.