Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.05%
3 year
9.99%
5 year
10.09%
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.)
12.18%
Sharpe
0.94
Sortino
1.52
Max drawdown
-24.21%
Best month
12.22%
Worst month
-14.88%
Beta vs VTSAX
0.77
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.