Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.56%
3 year
21.46%
5 year
14.10%
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.)
12.01%
Sharpe
1.27
Sortino
2.19
Max drawdown
-23.92%
Best month
12.30%
Worst month
-8.88%
Beta vs VTSAX
0.86
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.