Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.04%
3 year
17.71%
5 year
10.15%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through March 31, 2026Volatility (ann.)
11.22%
Sharpe
1.30
Sortino
2.37
Max drawdown
-22.51%
Best month
10.17%
Worst month
-8.20%
Beta vs VTSAX
0.88
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.