Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.90%
3 year
12.82%
5 year
10.47%
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.)
12.30%
Sharpe
1.19
Sortino
2.14
Max drawdown
-25.28%
Best month
12.80%
Worst month
-16.22%
Beta vs VTSAX
0.74
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.