Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.92%
3 year
15.13%
5 year
9.77%
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.)
13.57%
Sharpe
0.72
Sortino
1.25
Max drawdown
-31.80%
Best month
12.04%
Worst month
-11.11%
Beta vs VTSAX
0.82
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.