Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.06%
3 year
16.46%
5 year
8.82%
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
75 months through March 31, 2026Volatility (ann.)
21.19%
Sharpe
0.32
Sortino
0.46
Max drawdown
-32.20%
Best month
12.63%
Worst month
-17.03%
Beta vs VTSAX
1.50
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.