Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.42%
3 year
21.48%
5 year
13.01%
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.)
12.04%
Sharpe
1.40
Sortino
2.68
Max drawdown
-24.57%
Best month
12.74%
Worst month
-12.41%
Beta vs VTSAX
0.95
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.