Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.03%
3 year
14.95%
5 year
7.89%
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.)
9.40%
Sharpe
1.30
Sortino
2.38
Max drawdown
-21.10%
Best month
8.06%
Worst month
-7.54%
Beta vs VTSAX
0.73
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.