Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.25%
3 year
21.37%
5 year
12.26%
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.)
11.60%
Sharpe
1.52
Sortino
2.88
Max drawdown
-26.47%
Best month
11.05%
Worst month
-11.44%
Beta vs VTSAX
0.88
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.