Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.66%
3 year
10.85%
5 year
13.73%
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
75 months through March 31, 2026Volatility (ann.)
13.44%
Sharpe
0.93
Sortino
1.56
Max drawdown
-34.58%
Best month
17.99%
Worst month
-21.00%
Beta vs VTSAX
0.79
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.