Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.20%
3 year
12.78%
5 year
6.49%
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.)
8.40%
Sharpe
1.23
Sortino
2.21
Max drawdown
-19.16%
Best month
6.90%
Worst month
-6.89%
Beta vs VTSAX
0.64
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.