Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.32%
3 year
9.35%
5 year
9.09%
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.)
12.68%
Sharpe
1.07
Sortino
1.90
Max drawdown
-23.29%
Best month
14.78%
Worst month
-10.64%
Beta vs VTSAX
0.74
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.