Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.59%
3 year
21.02%
5 year
10.72%
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.)
11.90%
Sharpe
1.44
Sortino
2.68
Max drawdown
-26.50%
Best month
12.38%
Worst month
-13.83%
Beta vs VTSAX
0.92
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.