Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.55%
3 year
8.54%
5 year
8.27%
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.)
12.63%
Sharpe
1.01
Sortino
1.76
Max drawdown
-23.43%
Best month
14.63%
Worst month
-10.71%
Beta vs VTSAX
0.73
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.