Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.15%
3 year
20.15%
5 year
10.65%
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.)
13.89%
Sharpe
1.00
Sortino
1.75
Max drawdown
-35.68%
Best month
11.71%
Worst month
-10.45%
Beta vs VTSAX
0.63
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.